+86.2%
SU vs VRSK
-8.8%
+94.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -5.0% | -4.5% |
| 7D | -7.1% | +4.2% | -11.3% | -7.2% |
| 30D | +4.8% | +21.2% | -16.4% | +4.5% |
| 3M | +12.5% | +2.9% | +9.6% | +12.2% |
| 6M | +6.5% | +11.3% | -4.9% | +5.4% |
| YTD | +65.8% | -10.8% | +76.6% | +59.8% |
| 1Y | +86.2% | -9.2% | +95.3% | +80.4% |
| All | +86.2% | -8.8% | +94.9% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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