+338.3%
SU vs INDA
+5.7%
+332.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +2.2% | -2.7% | +4.9% | +3.2% |
| 30D | +8.4% | -2.8% | +11.2% | +9.4% |
| 3M | +12.1% | +1.6% | +10.5% | +11.0% |
| 6M | +19.7% | -1.4% | +21.1% | +19.4% |
| YTD | +58.4% | -10.1% | +68.5% | +65.4% |
| 1Y | +67.2% | -8.8% | +76.0% | +73.0% |
| 3Y | +125.0% | +7.6% | +117.4% | +105.9% |
| All | +338.3% | +5.7% | +332.6% | +309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling