+1,866.0%
T vs SU
+60,758.6%
-58,892.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | -1.5% | -1.0% | -0.6% | -1.5% |
| 30D | +7.6% | +13.7% | -6.1% | +7.6% |
| 3M | +15.3% | +8.0% | +7.3% | +15.3% |
| 6M | -8.5% | +21.0% | -29.5% | -8.5% |
| YTD | +6.8% | +56.2% | -49.5% | +6.8% |
| 1Y | -7.2% | +72.2% | -79.4% | -7.2% |
| 3Y | +108.2% | +118.1% | -9.8% | +108.3% |
| 5Y | +66.1% | +350.3% | -284.3% | +66.1% |
| 10Y | +65.3% | +248.5% | -183.2% | +65.3% |
| All | +1,866.0% | +60,758.6% | -58,892.6% | +1,900.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling