+67.2%
SU vs S
+8.9%
+58.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.2% |
| 30D | +8.4% | -11.4% | +19.9% | +8.2% |
| 3M | +12.1% | +33.8% | -21.7% | +12.6% |
| 6M | +19.7% | +39.5% | -19.8% | +21.4% |
| YTD | +58.4% | +31.7% | +26.7% | +60.5% |
| 1Y | +67.2% | +7.0% | +60.2% | +67.7% |
| All | +67.2% | +8.9% | +58.3% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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