+14,784.7%
TER vs SU
+60,758.6%
-45,973.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +4.2% |
| 7D | +11.0% | -1.0% | +11.9% | +11.0% |
| 30D | -1.9% | +13.7% | -15.6% | -1.9% |
| 3M | -0.7% | +8.0% | -8.7% | -0.7% |
| 6M | +36.4% | +21.0% | +15.4% | +36.3% |
| YTD | +92.4% | +56.2% | +36.2% | +92.2% |
| 1Y | +213.5% | +72.2% | +141.3% | +213.0% |
| 3Y | +277.2% | +118.1% | +159.2% | +276.4% |
| 5Y | +219.1% | +350.3% | -131.2% | +217.8% |
| 10Y | +1,744.2% | +248.5% | +1,495.8% | +1,736.8% |
| All | +14,784.7% | +60,758.6% | -45,973.9% | +13,939.7% |
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 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