-9.1%
T vs SU
+70.8%
-79.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.8% |
| 7D | -1.3% | +2.9% | -4.2% | -1.5% |
| 30D | +11.4% | +7.2% | +4.2% | +10.5% |
| 3M | +14.3% | +2.8% | +11.4% | +12.8% |
| 6M | -9.3% | +18.2% | -27.5% | -10.7% |
| YTD | +7.1% | +54.0% | -46.9% | +5.0% |
| 1Y | -9.1% | +70.1% | -79.2% | -10.2% |
| All | -9.1% | +70.8% | -79.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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