+125.0%
SU vs FND
-50.3%
+175.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | +2.2% | -5.8% | +8.0% | +2.2% |
| 30D | +8.4% | -20.2% | +28.6% | +8.5% |
| 3M | +12.1% | -12.0% | +24.0% | +11.9% |
| 6M | +19.7% | -18.5% | +38.2% | +20.4% |
| YTD | +58.4% | -22.3% | +80.7% | +59.5% |
| 1Y | +67.2% | -47.6% | +114.9% | +75.5% |
| 3Y | +125.0% | -49.8% | +174.8% | +131.7% |
| All | +125.0% | -50.3% | +175.3% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling