+86.2%
SU vs GEN
+20.2%
+66.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.0% | -8.5% | -4.3% |
| 7D | -7.1% | +26.9% | -34.0% | -5.8% |
| 30D | +4.8% | +38.6% | -33.9% | +6.7% |
| 3M | +12.5% | +9.7% | +2.7% | +13.0% |
| 6M | +6.5% | +58.9% | -52.5% | +8.9% |
| YTD | +65.8% | +15.3% | +50.5% | +71.4% |
| 1Y | +86.2% | +21.8% | +64.4% | +89.8% |
| All | +86.2% | +20.2% | +66.0% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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