+247.6%
SU vs DOC
-2.1%
+249.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.1% |
| 7D | +3.6% | -1.5% | +5.0% | +4.1% |
| 30D | +7.9% | -4.8% | +12.6% | +9.6% |
| 3M | +3.5% | +6.9% | -3.4% | +0.7% |
| 6M | +19.0% | +20.7% | -1.8% | +9.0% |
| YTD | +55.0% | +34.1% | +20.8% | +35.7% |
| 1Y | +71.2% | +22.6% | +48.6% | +54.9% |
| 3Y | +117.4% | +20.8% | +96.6% | +92.9% |
| 5Y | +335.2% | -24.9% | +360.0% | +370.4% |
| All | +247.6% | -2.1% | +249.7% | +249.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling