+746.4%
TEAM vs SU
+287.5%
+458.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | +0.5% |
| 7D | -4.7% | +1.6% | -6.2% | -4.9% |
| 30D | +17.0% | +10.7% | +6.3% | +15.6% |
| 3M | +85.9% | +13.5% | +72.4% | +82.5% |
| 6M | +116.7% | +21.8% | +94.8% | +110.0% |
| YTD | +9.6% | +58.8% | -49.2% | +2.0% |
| 1Y | -2.5% | +72.0% | -74.6% | -10.5% |
| 3Y | -14.0% | +121.7% | -135.7% | -24.3% |
| 5Y | -53.1% | +350.4% | -403.5% | -62.0% |
| 10Y | +502.9% | +264.7% | +238.2% | +393.1% |
| All | +746.4% | +287.5% | +458.8% | +579.1% |
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