+195.9%
BAH vs SUI
+120.9%
+75.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -2.6% | -3.8% | +1.3% | -1.6% |
| 30D | +20.4% | +3.9% | +16.4% | +19.1% |
| 3M | +11.9% | +0.2% | +11.6% | +11.6% |
| 6M | +17.1% | -4.2% | +21.3% | +18.2% |
| YTD | +5.5% | -2.5% | +8.1% | +5.9% |
| 1Y | +5.6% | -4.0% | +9.6% | +6.4% |
| 3Y | -26.5% | +16.5% | -43.1% | -30.7% |
| 5Y | +6.5% | -27.2% | +33.7% | +12.8% |
| All | +195.9% | +120.9% | +75.0% | +116.1% |
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