+148.6%
TE vs SU
+70.8%
+77.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.7% | +0.6% |
| 7D | -4.0% | +2.9% | -6.9% | -2.3% |
| 30D | -15.9% | +7.2% | -23.1% | -12.1% |
| 3M | -60.5% | +2.8% | -63.4% | -58.9% |
| 6M | -35.2% | +18.2% | -53.4% | -26.9% |
| YTD | -31.1% | +54.0% | -85.1% | -4.4% |
| 1Y | +148.6% | +70.1% | +78.5% | +309.7% |
| All | +148.6% | +70.8% | +77.9% | +309.7% |
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