+60.4%
SU vs GD
+8.1%
+52.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | -10.2% | -1.9% | -8.3% | -10.0% |
| 30D | -6.2% | +10.9% | -17.1% | -6.8% |
| 3M | +8.7% | -6.8% | +15.5% | +9.1% |
| 6M | +7.2% | +7.0% | +0.2% | +6.4% |
| YTD | +55.9% | +11.1% | +44.8% | +51.6% |
| 1Y | +60.4% | +7.0% | +53.4% | +57.8% |
| All | +60.4% | +8.1% | +52.3% | +57.8% |
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