+357.7%
SU vs ROIV
+232.7%
+125.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.8% |
| 7D | +3.6% | +0.6% | +2.9% | +3.5% |
| 30D | +7.9% | +1.0% | +6.9% | +7.8% |
| 3M | +3.5% | +18.3% | -14.8% | +2.8% |
| 6M | +19.0% | +18.3% | +0.6% | +18.0% |
| YTD | +55.0% | +61.0% | -6.0% | +51.3% |
| 1Y | +71.2% | +177.9% | -106.7% | +63.1% |
| 3Y | +117.4% | +199.1% | -81.6% | +105.3% |
| 5Y | +335.2% | +250.7% | +84.5% | +275.2% |
| All | +357.7% | +232.7% | +125.1% | +282.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling