+350.4%
SU vs ROIV
+319.8%
+30.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +1.6% | +22.3% | -20.8% | +0.7% |
| 30D | +10.7% | +16.9% | -6.1% | +10.0% |
| 3M | +13.5% | +43.9% | -30.4% | +11.8% |
| 6M | +21.8% | +41.6% | -19.8% | +19.9% |
| YTD | +58.8% | +92.7% | -33.8% | +53.9% |
| 1Y | +72.0% | +210.2% | -138.1% | +63.0% |
| 3Y | +121.7% | +231.8% | -110.1% | +108.0% |
| 5Y | +350.4% | +319.8% | +30.6% | +295.5% |
| All | +350.4% | +319.8% | +30.6% | +295.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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