+63,032.1%
SU vs D
+2,409.5%
+60,622.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.9% |
| 7D | +0.3% | -3.1% | +3.4% | +2.1% |
| 30D | -7.9% | +8.4% | -16.2% | -12.3% |
| 3M | +9.2% | +0.2% | +8.9% | +8.4% |
| 6M | +5.5% | +9.5% | -4.0% | -0.9% |
| YTD | +59.5% | +18.8% | +40.7% | +42.6% |
| 1Y | +59.9% | +14.7% | +45.2% | +45.6% |
| 3Y | +130.3% | +72.9% | +57.4% | +59.0% |
| 5Y | +225.3% | +13.1% | +212.2% | +182.2% |
| 10Y | +237.5% | +47.2% | +190.3% | +120.3% |
| All | +63,032.1% | +2,409.5% | +60,622.6% | +1,880.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded D wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling