+62,704.1%
SU vs WY
+652.8%
+62,051.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.5% | +0.8% |
| 7D | +1.7% | -3.7% | +5.3% | +3.0% |
| 30D | +9.6% | -11.3% | +20.9% | +14.1% |
| 3M | +11.7% | -8.1% | +19.9% | +14.3% |
| 6M | +21.9% | -7.4% | +29.3% | +23.5% |
| YTD | +58.6% | -4.7% | +63.3% | +58.7% |
| 1Y | +66.5% | -9.2% | +75.7% | +68.9% |
| 3Y | +121.4% | -24.7% | +146.1% | +135.6% |
| 5Y | +355.7% | -21.6% | +377.3% | +372.7% |
| 10Y | +264.2% | +6.7% | +257.5% | +228.8% |
| All | +62,704.1% | +652.8% | +62,051.2% | +35,360.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling