+86.2%
SU vs WY
+0.3%
+85.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.6% | -10.2% | -3.6% |
| 7D | -7.1% | +13.3% | -20.4% | -5.3% |
| 30D | +4.8% | +17.6% | -12.9% | +7.3% |
| 3M | +12.5% | -15.0% | +27.5% | +10.2% |
| 6M | +6.5% | -5.9% | +12.4% | +5.9% |
| YTD | +65.8% | -5.7% | +71.5% | +64.0% |
| 1Y | +86.2% | -0.2% | +86.4% | +84.9% |
| All | +86.2% | +0.3% | +85.8% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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