+214.5%
BAC vs SUI
+120.9%
+93.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +1.5% | -3.8% | +5.3% | +2.9% |
| 30D | -6.4% | +3.9% | -10.3% | -7.9% |
| 3M | -21.7% | +0.2% | -21.9% | -22.0% |
| 6M | +0.5% | -4.2% | +4.7% | +1.4% |
| YTD | -6.7% | -2.5% | -4.2% | -6.6% |
| 1Y | -4.7% | -4.0% | -0.6% | -4.1% |
| 3Y | +96.1% | +16.5% | +79.5% | +79.5% |
| 5Y | +21.7% | -27.2% | +48.9% | +31.5% |
| All | +214.5% | +120.9% | +93.6% | +220.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling