+216.8%
SU vs FND
+54.9%
+161.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +1.7% | -5.1% | +6.7% | +2.4% |
| 30D | +9.6% | -22.5% | +32.2% | +13.7% |
| 3M | +11.7% | -5.0% | +16.7% | +11.4% |
| 6M | +21.9% | -21.5% | +43.4% | +24.3% |
| YTD | +58.6% | -23.0% | +81.7% | +61.6% |
| 1Y | +66.5% | -44.9% | +111.4% | +79.5% |
| 3Y | +121.4% | -50.0% | +171.4% | +134.4% |
| 5Y | +355.7% | -63.3% | +419.1% | +393.0% |
| All | +216.8% | +54.9% | +161.8% | +152.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling