+70.1%
SU vs GD
+13.1%
+57.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.4% | -1.2% |
| 7D | +2.9% | -5.3% | +8.2% | +3.3% |
| 30D | +7.2% | -6.4% | +13.6% | +7.7% |
| 3M | +2.8% | +5.7% | -2.9% | +2.1% |
| 6M | +18.2% | -0.9% | +19.1% | +18.1% |
| YTD | +54.0% | +8.2% | +45.8% | +50.7% |
| 1Y | +70.1% | +13.4% | +56.7% | +68.7% |
| All | +70.1% | +13.1% | +57.0% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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