+7,571.4%
SU vs DRI
+7,577.6%
-6.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | +7.9% | +3.8% | +4.0% | +6.7% |
| 3M | +3.5% | +13.0% | -9.5% | -0.1% |
| 6M | +19.0% | +8.3% | +10.6% | +15.6% |
| YTD | +55.0% | +20.6% | +34.3% | +46.1% |
| 1Y | +71.2% | +6.5% | +64.8% | +66.2% |
| 3Y | +117.4% | +53.7% | +63.7% | +89.6% |
| 5Y | +335.2% | +72.7% | +262.5% | +262.8% |
| 10Y | +248.7% | +363.2% | -114.4% | +122.8% |
| All | +7,571.4% | +7,577.6% | -6.2% | +3,201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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