+1,258.1%
SU vs NDAQ
+2,261.2%
-1,003.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.0% |
| 7D | +1.6% | -1.6% | +3.1% | +2.1% |
| 30D | +10.7% | -1.5% | +12.2% | +11.2% |
| 3M | +13.5% | +8.0% | +5.5% | +10.0% |
| 6M | +21.8% | +7.7% | +14.1% | +17.6% |
| YTD | +58.8% | -2.3% | +61.2% | +57.7% |
| 1Y | +72.0% | +0.6% | +71.5% | +68.6% |
| 3Y | +121.7% | +90.9% | +30.8% | +72.0% |
| 5Y | +350.4% | +52.5% | +298.0% | +272.9% |
| 10Y | +264.7% | +380.3% | -115.6% | +101.1% |
| All | +1,258.1% | +2,261.2% | -1,003.1% | +438.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling