+356.3%
SU vs KEY
+37.9%
+318.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +1.9% | +1.7% |
| 7D | +1.6% | -0.3% | +1.9% | +1.6% |
| 30D | +10.7% | -3.3% | +14.0% | +11.6% |
| 3M | +13.5% | -0.7% | +14.2% | +13.4% |
| 6M | +21.8% | +12.5% | +9.3% | +17.2% |
| YTD | +58.8% | +8.4% | +50.4% | +53.9% |
| 1Y | +72.0% | +18.4% | +53.6% | +62.2% |
| 3Y | +121.7% | +123.3% | -1.6% | +69.1% |
| All | +356.3% | +37.9% | +318.4% | +234.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling