+1,122.0%
BAC vs SUI
+4,037.5%
-2,915.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | -2.8% | +3.9% | +2.8% |
| 30D | -0.4% | -1.2% | +0.8% | +0.2% |
| 3M | +16.9% | -1.7% | +18.6% | +17.5% |
| 6M | +26.6% | -10.5% | +37.1% | +34.3% |
| YTD | +15.8% | -1.8% | +17.6% | +15.8% |
| 1Y | +27.2% | -4.1% | +31.3% | +28.6% |
| 3Y | +132.4% | +11.3% | +121.2% | +106.5% |
| 5Y | +72.6% | -32.1% | +104.7% | +100.5% |
| 10Y | +389.7% | +110.4% | +279.3% | +143.7% |
| All | +1,122.0% | +4,037.5% | -2,915.5% | +26.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling