+334.9%
BB vs SUI
+1,748.1%
-1,413.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -4.7% |
| 7D | -8.9% | +8.8% | -17.7% | -12.2% |
| 30D | -12.6% | +8.9% | -21.6% | -16.2% |
| 3M | -4.1% | +2.0% | -6.2% | -5.6% |
| 6M | +49.5% | -0.6% | +50.1% | +47.6% |
| YTD | +120.8% | +1.3% | +119.5% | +115.2% |
| 1Y | +76.2% | +1.3% | +74.9% | +71.6% |
| 3Y | +123.8% | +16.3% | +107.5% | +102.0% |
| 5Y | -24.3% | -25.1% | +0.8% | -17.6% |
| 10Y | +20.1% | +121.1% | -101.0% | -21.6% |
| All | +334.9% | +1,748.1% | -1,413.2% | -26.1% |
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 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