+265.2%
SU vs RUN
+42.2%
+223.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +2.2% | -3.7% | +5.9% | +2.6% |
| 30D | +8.4% | -13.0% | +21.4% | +9.7% |
| 3M | +12.1% | -31.8% | +43.9% | +15.4% |
| 6M | +19.7% | -32.2% | +51.9% | +22.4% |
| YTD | +58.4% | -53.5% | +111.9% | +65.8% |
| 1Y | +67.2% | -46.5% | +113.8% | +71.0% |
| 3Y | +125.0% | -37.6% | +162.6% | +97.6% |
| 5Y | +355.1% | -80.9% | +435.9% | +337.7% |
| All | +265.2% | +42.2% | +223.0% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling