+23.8%
BB vs SUI
+115.7%
-91.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +5.0% |
| 7D | +3.8% | +6.2% | -2.4% | +1.2% |
| 30D | -0.3% | +8.6% | -8.9% | -4.1% |
| 3M | -0.5% | +1.0% | -1.4% | -1.5% |
| 6M | +45.9% | -2.6% | +48.5% | +45.3% |
| YTD | +130.6% | -0.1% | +130.7% | +126.2% |
| 1Y | +89.2% | +0.5% | +88.7% | +84.8% |
| 3Y | +137.5% | +15.3% | +122.2% | +113.8% |
| 5Y | -20.9% | -26.1% | +5.2% | -14.6% |
| All | +23.8% | +115.7% | -91.9% | -2.1% |
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