+86.2%
SU vs P
+19.7%
+66.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.0% | +0.5% | -4.4% |
| 7D | -7.1% | -19.4% | +12.3% | -6.9% |
| 30D | +4.8% | -22.3% | +27.1% | +5.0% |
| 3M | +12.5% | +33.2% | -20.7% | +12.1% |
| 6M | +6.5% | +53.6% | -47.2% | +6.0% |
| YTD | +65.8% | +66.8% | -1.0% | +65.3% |
| 1Y | +86.2% | +17.5% | +68.6% | +83.3% |
| All | +86.2% | +19.7% | +66.4% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling