+377,219.3%
SU vs SPY
+3,074.3%
+374,145.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.3% |
| 7D | -1.0% | +0.5% | -1.5% | -1.5% |
| 30D | +13.7% | -0.9% | +14.6% | +14.6% |
| 3M | +8.0% | +3.9% | +4.1% | +3.8% |
| 6M | +21.0% | +14.5% | +6.5% | +5.8% |
| YTD | +56.2% | +12.9% | +43.3% | +38.2% |
| 1Y | +72.2% | +19.4% | +52.8% | +44.5% |
| 3Y | +118.1% | +78.5% | +39.6% | +25.2% |
| 5Y | +350.3% | +81.8% | +268.6% | +151.7% |
| 10Y | +248.5% | +311.5% | -63.1% | -2.5% |
| All | +377,219.3% | +3,074.3% | +374,145.0% | +20,881.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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