+162.9%
BBIO vs SUI
+12.6%
+150.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -3.2% | -4.2% | +0.9% | -0.5% |
| 30D | -13.6% | -3.3% | -10.3% | -11.9% |
| 3M | +7.2% | -8.2% | +15.4% | +12.7% |
| 6M | +1.5% | -14.5% | +15.9% | +11.6% |
| YTD | -5.3% | -5.9% | +0.6% | -2.3% |
| 1Y | +37.7% | -9.7% | +47.4% | +45.4% |
| 3Y | +153.9% | +7.7% | +146.2% | +128.1% |
| 5Y | +43.9% | -31.9% | +75.7% | +76.9% |
| All | +162.9% | +12.6% | +150.3% | +193.2% |
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 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