+137.5%
BB vs SUI
+15.1%
+122.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +4.8% |
| 7D | +3.8% | +6.2% | -2.4% | +2.3% |
| 30D | -0.3% | +8.6% | -8.9% | -2.8% |
| 3M | -0.5% | +1.0% | -1.4% | -1.1% |
| 6M | +45.9% | -2.6% | +48.5% | +45.9% |
| YTD | +130.6% | -0.1% | +130.7% | +127.1% |
| 1Y | +89.2% | +0.5% | +88.7% | +85.6% |
| 3Y | +137.5% | +15.3% | +122.2% | +100.5% |
| All | +137.5% | +15.1% | +122.4% | +100.5% |
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 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