+62.6%
XYZ vs SU
+132.3%
-69.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.7% |
| 7D | -1.1% | +1.7% | -2.8% | -1.3% |
| 30D | +11.5% | -7.9% | +19.4% | +12.4% |
| 3M | +1.8% | +7.5% | -5.8% | -0.5% |
| 6M | +21.2% | +7.2% | +14.0% | +18.5% |
| YTD | +29.9% | +60.9% | -31.0% | +9.4% |
| 1Y | +35.8% | +63.6% | -27.9% | +13.5% |
| 3Y | +62.6% | +128.9% | -66.3% | +19.8% |
| All | +62.6% | +132.3% | -69.7% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling