+86.2%
SU vs EXEL
+92.4%
-6.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.5% |
| 7D | -7.1% | +9.8% | -16.9% | -6.4% |
| 30D | +4.8% | +23.6% | -18.9% | +6.6% |
| 3M | +12.5% | +29.9% | -17.4% | +15.2% |
| 6M | +6.5% | +64.7% | -58.3% | +11.6% |
| YTD | +65.8% | +66.0% | -0.2% | +73.0% |
| 1Y | +86.2% | +92.0% | -5.8% | +82.0% |
| All | +86.2% | +92.4% | -6.3% | +82.0% |
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