-6.4%
T vs SU
+88.1%
-94.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.5% | +6.6% | +2.3% |
| 7D | +5.5% | -7.1% | +12.6% | +5.9% |
| 30D | -8.9% | +4.8% | -13.7% | -10.0% |
| 3M | -5.6% | +12.5% | -18.1% | -7.5% |
| 6M | -14.3% | +6.5% | -20.7% | -16.3% |
| YTD | -7.9% | +65.8% | -73.7% | -13.6% |
| 1Y | -6.4% | +86.2% | -92.6% | -13.5% |
| All | -6.4% | +88.1% | -94.5% | -13.5% |
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