+62,530.9%
SU vs GD
+19,982.5%
+42,548.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.2% |
| 7D | -13.4% | -5.0% | -8.5% | -11.9% |
| 30D | +0.9% | +8.9% | -8.0% | -2.0% |
| 3M | +12.8% | -8.0% | +20.8% | +15.9% |
| 6M | +8.3% | +2.9% | +5.4% | +6.7% |
| YTD | +58.2% | +7.1% | +51.1% | +53.1% |
| 1Y | +67.1% | +5.9% | +61.2% | +62.2% |
| 3Y | +125.6% | +53.9% | +71.8% | +91.0% |
| 5Y | +213.6% | +95.4% | +118.2% | +146.0% |
| 10Y | +234.7% | +193.5% | +41.2% | +134.8% |
| All | +62,530.9% | +19,982.5% | +42,548.5% | +59,745.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling