+883.7%
BAH vs SUI
+564.5%
+319.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.4% |
| 7D | -3.2% | -2.8% | -0.4% | -2.5% |
| 30D | +2.0% | -1.2% | +3.2% | +2.3% |
| 3M | -7.6% | -1.7% | -5.9% | -7.2% |
| 6M | -5.7% | -10.5% | +4.8% | -2.9% |
| YTD | -11.7% | -1.8% | -9.9% | -11.5% |
| 1Y | -27.4% | -4.1% | -23.3% | -26.7% |
| 3Y | -32.5% | +11.3% | -43.8% | -36.0% |
| 5Y | -3.3% | -32.1% | +28.8% | +4.8% |
| 10Y | +186.0% | +110.4% | +75.5% | +106.9% |
| All | +883.7% | +564.5% | +319.1% | +342.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling