-26.6%
BAH vs SUI
+15.1%
-41.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -4.2% |
| 7D | -3.5% | +6.2% | -9.8% | -4.7% |
| 30D | +24.3% | +8.6% | +15.7% | +22.2% |
| 3M | +16.3% | +1.0% | +15.3% | +15.9% |
| 6M | +13.6% | -2.6% | +16.2% | +13.7% |
| YTD | +3.5% | -0.1% | +3.6% | +3.2% |
| 1Y | +2.7% | +0.5% | +2.2% | +2.3% |
| 3Y | -26.6% | +15.3% | -41.8% | -29.4% |
| All | -26.6% | +15.1% | -41.7% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling