+8,373.7%
TPR vs SU
+2,227.6%
+6,146.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -0.3% | +1.7% | -2.0% | -0.9% |
| 30D | +15.1% | -7.9% | +23.0% | +17.6% |
| 3M | +3.5% | +7.5% | -4.0% | +0.2% |
| 6M | +0.4% | +7.2% | -6.8% | -3.7% |
| YTD | +4.6% | +60.9% | -56.3% | -13.3% |
| 1Y | +33.1% | +63.6% | -30.5% | +9.6% |
| 3Y | +396.0% | +128.9% | +267.1% | +257.7% |
| 5Y | +230.3% | +228.3% | +2.0% | +102.6% |
| 10Y | +368.4% | +240.6% | +127.9% | +167.1% |
| All | +8,373.7% | +2,227.6% | +6,146.1% | +3,249.2% |
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