+70.1%
SU vs EXEL
+59.2%
+10.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +2.9% | +8.4% | -5.5% | +3.5% |
| 30D | +7.2% | +4.1% | +3.1% | +7.6% |
| 3M | +2.8% | +12.4% | -9.6% | +3.9% |
| 6M | +18.2% | +41.5% | -23.3% | +20.0% |
| YTD | +54.0% | +34.6% | +19.3% | +56.4% |
| 1Y | +70.1% | +57.9% | +12.3% | +72.4% |
| All | +70.1% | +59.2% | +10.9% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling