-5.3%
BAC vs SUI
-0.1%
-5.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | -1.2% | +6.2% | -7.4% | -1.9% |
| 30D | -7.7% | +8.6% | -16.2% | -8.7% |
| 3M | -21.2% | +1.0% | -22.1% | -21.2% |
| 6M | -6.8% | -2.6% | -4.2% | -6.5% |
| YTD | -8.7% | -0.1% | -8.6% | -8.6% |
| 1Y | -5.3% | +0.5% | -5.8% | -5.5% |
| All | -5.3% | -0.1% | -5.2% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling