+217.6%
BAC vs SUI
+123.0%
+94.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | +3.2% | -1.5% | +4.7% | +3.8% |
| 30D | -0.7% | +3.7% | -4.5% | -2.2% |
| 3M | -20.0% | -0.4% | -19.6% | -20.2% |
| 6M | +3.4% | -2.8% | +6.2% | +3.8% |
| YTD | -5.7% | -1.6% | -4.1% | -6.0% |
| 1Y | -1.4% | -2.1% | +0.6% | -1.6% |
| 3Y | +97.9% | +18.5% | +79.4% | +80.0% |
| 5Y | +22.9% | -26.5% | +49.4% | +32.4% |
| All | +217.6% | +123.0% | +94.6% | +222.7% |
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