+300.1%
BB vs SUI
+1,690.1%
-1,390.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.6% | -2.8% | -2.8% | -4.5% |
| 30D | -11.8% | -1.2% | -10.6% | -11.5% |
| 3M | -25.5% | -1.7% | -23.8% | -25.7% |
| 6M | +121.3% | -10.5% | +131.7% | +129.5% |
| YTD | +103.2% | -1.8% | +105.0% | +101.8% |
| 1Y | +102.6% | -4.1% | +106.7% | +102.5% |
| 3Y | +37.5% | +11.3% | +26.2% | +27.0% |
| 5Y | -30.4% | -32.1% | +1.7% | -20.8% |
| 10Y | 0.0% | +110.4% | -110.4% | -33.0% |
| All | +300.1% | +1,690.1% | -1,390.0% | -30.7% |
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