-12.8%
BB vs SUI
-25.9%
+13.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | +11.6% | +3.4% | +8.2% | +9.9% |
| 30D | +2.6% | +4.6% | -2.0% | -0.2% |
| 3M | +3.5% | +1.6% | +1.9% | +1.9% |
| 6M | +43.5% | -3.5% | +46.9% | +43.5% |
| YTD | +141.2% | -1.0% | +142.2% | +136.2% |
| 1Y | +97.4% | -1.7% | +99.1% | +93.9% |
| 3Y | +151.1% | +18.4% | +132.7% | +110.4% |
| 5Y | -12.8% | -26.3% | +13.6% | +3.2% |
| All | -12.8% | -25.9% | +13.1% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling