+494.4%
TEAM vs SU
+267.2%
+227.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.2% | +2.2% | -7.4% | -5.4% |
| 30D | +15.8% | +8.4% | +7.3% | +14.7% |
| 3M | +101.5% | +12.1% | +89.4% | +98.4% |
| 6M | +138.2% | +19.7% | +118.5% | +132.1% |
| YTD | +10.8% | +58.4% | -47.6% | +3.8% |
| 1Y | +1.7% | +67.2% | -65.5% | -5.5% |
| 3Y | -16.0% | +125.0% | -141.1% | -25.3% |
| 5Y | -52.7% | +355.1% | -407.8% | -60.6% |
| All | +494.4% | +267.2% | +227.2% | +403.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling