+118.1%
SU vs KEY
+130.9%
-12.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.2% |
| 7D | -1.0% | +2.7% | -3.7% | -1.5% |
| 30D | +13.7% | -3.2% | +16.9% | +14.3% |
| 3M | +8.0% | +1.0% | +7.1% | +7.5% |
| 6M | +21.0% | +11.9% | +9.1% | +17.4% |
| YTD | +56.2% | +8.7% | +47.5% | +52.1% |
| 1Y | +72.2% | +18.5% | +53.7% | +63.7% |
| 3Y | +118.1% | +124.0% | -5.9% | +77.5% |
| All | +118.1% | +130.9% | -12.8% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 3y: compounded portfolio wealth divided by compounded KEY 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…
3y analysis · Full analysis span regression · 6 months rolling