+1,366.1%
BA vs SUI
+4,171.7%
-2,805.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.8% |
| 7D | -0.1% | +8.8% | -8.9% | -3.3% |
| 30D | -9.1% | +8.9% | -18.1% | -12.1% |
| 3M | -28.2% | +2.0% | -30.2% | -28.8% |
| 6M | -23.1% | -0.6% | -22.5% | -23.3% |
| YTD | -20.6% | +1.3% | -21.9% | -21.5% |
| 1Y | -12.7% | +1.3% | -14.0% | -13.8% |
| 3Y | -11.6% | +16.3% | -27.8% | -19.6% |
| 5Y | -23.1% | -25.1% | +1.9% | -17.7% |
| 10Y | +34.4% | +121.1% | -86.7% | -3.3% |
| All | +1,366.1% | +4,171.7% | -2,805.6% | +343.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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