+71.2%
SU vs P
+32.0%
+39.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.7% |
| 7D | +3.6% | +6.5% | -3.0% | +3.4% |
| 30D | +7.9% | +18.8% | -11.0% | +7.7% |
| 3M | +3.5% | +26.7% | -23.2% | +3.2% |
| 6M | +19.0% | +62.2% | -43.2% | +18.2% |
| YTD | +55.0% | +48.5% | +6.5% | +54.4% |
| 1Y | +71.2% | +26.4% | +44.8% | +68.4% |
| All | +71.2% | +32.0% | +39.2% | +68.4% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling