+355.7%
SU vs NDAQ
+48.4%
+307.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | +1.7% | -6.8% | +8.4% | +3.5% |
| 30D | +9.6% | -3.2% | +12.8% | +10.5% |
| 3M | +11.7% | +6.5% | +5.2% | +9.4% |
| 6M | +21.9% | +5.7% | +16.2% | +19.2% |
| YTD | +58.6% | -4.6% | +63.3% | +59.6% |
| 1Y | +66.5% | -1.6% | +68.1% | +65.3% |
| 3Y | +121.4% | +86.4% | +35.0% | +71.5% |
| 5Y | +355.7% | +50.3% | +305.4% | +289.6% |
| All | +355.7% | +48.4% | +307.4% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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