+69.6%
V vs SU
+341.5%
-271.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.0% | +1.7% | -4.7% | -3.3% |
| 30D | +1.2% | +9.6% | -8.4% | -0.2% |
| 3M | +13.9% | +11.7% | +2.2% | +11.8% |
| 6M | +17.2% | +21.9% | -4.7% | +13.0% |
| YTD | +5.3% | +58.6% | -53.3% | -3.2% |
| 1Y | +9.5% | +66.5% | -57.1% | -0.4% |
| 3Y | +51.9% | +121.4% | -69.5% | +29.3% |
| 5Y | +69.6% | +355.7% | -286.1% | +28.3% |
| All | +69.6% | +341.5% | -271.9% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling