+396.6%
BAC vs SUI
+110.1%
+286.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | -2.8% | +3.9% | +2.1% |
| 30D | -0.4% | -1.2% | +0.8% | 0.0% |
| 3M | +16.9% | -1.7% | +18.6% | +17.3% |
| 6M | +26.6% | -10.5% | +37.1% | +31.2% |
| YTD | +15.8% | -1.8% | +17.6% | +15.9% |
| 1Y | +27.2% | -4.1% | +31.3% | +28.2% |
| 3Y | +132.4% | +11.3% | +121.2% | +117.6% |
| 5Y | +72.6% | -32.1% | +104.7% | +91.4% |
| All | +396.6% | +110.1% | +286.5% | +422.5% |
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