+338.9%
SU vs EXEL
+187.2%
+151.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +1.7% | -2.9% | +4.5% | +1.9% |
| 30D | +9.6% | +11.9% | -2.3% | +8.7% |
| 3M | +11.7% | +9.2% | +2.5% | +10.9% |
| 6M | +21.9% | +39.1% | -17.2% | +18.0% |
| YTD | +58.6% | +31.0% | +27.6% | +54.3% |
| 1Y | +66.5% | +52.3% | +14.2% | +59.0% |
| 3Y | +121.4% | +159.7% | -38.3% | +94.0% |
| All | +338.9% | +187.2% | +151.8% | +280.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling