+61,756.5%
SU vs GEN
+8,593.9%
+53,162.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.6% | +1.7% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | +13.7% | +2.6% | +11.0% | +12.5% |
| 3M | +8.0% | +15.8% | -7.8% | +2.4% |
| 6M | +21.0% | +33.1% | -12.1% | +8.5% |
| YTD | +56.2% | +11.3% | +44.9% | +47.4% |
| 1Y | +72.2% | +1.7% | +70.5% | +66.8% |
| 3Y | +118.1% | +58.1% | +59.9% | +78.9% |
| 5Y | +350.3% | +20.6% | +329.7% | +290.7% |
| 10Y | +248.5% | +149.0% | +99.5% | +116.1% |
| All | +61,756.5% | +8,593.9% | +53,162.6% | +1,622.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling