+1,704.0%
BA vs SUI
+4,037.5%
-2,333.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | +1.2% | -2.8% | +4.0% | +2.3% |
| 30D | -11.6% | -1.2% | -10.5% | -11.3% |
| 3M | -2.4% | -1.7% | -0.6% | -2.1% |
| 6M | -6.6% | -10.5% | +3.8% | -2.9% |
| YTD | -2.2% | -1.8% | -0.4% | -2.1% |
| 1Y | -8.0% | -4.1% | -3.9% | -7.4% |
| 3Y | -5.0% | +11.3% | -16.2% | -12.3% |
| 5Y | -2.7% | -32.1% | +29.4% | +8.3% |
| 10Y | +75.9% | +110.4% | -34.6% | +28.9% |
| All | +1,704.0% | +4,037.5% | -2,333.5% | +452.9% |
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