+338.3%
SU vs DAR
-9.0%
+347.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.5% |
| 7D | +2.2% | -0.1% | +2.4% | +2.2% |
| 30D | +8.4% | +2.6% | +5.8% | +7.3% |
| 3M | +12.1% | +14.2% | -2.1% | +6.8% |
| 6M | +19.7% | +17.2% | +2.5% | +13.0% |
| YTD | +58.4% | +80.9% | -22.5% | +29.0% |
| 1Y | +67.2% | +104.0% | -36.7% | +29.5% |
| 3Y | +125.0% | +3.6% | +121.4% | +117.6% |
| All | +338.3% | -9.0% | +347.3% | +358.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling