+274.5%
BBY vs SUI
+117.1%
+157.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | +10.9% | +3.4% | +7.5% | +9.4% |
| 30D | +19.6% | +4.6% | +15.0% | +17.3% |
| 3M | +27.6% | +1.6% | +26.0% | +26.7% |
| 6M | +79.4% | -3.5% | +82.9% | +81.7% |
| YTD | +61.7% | -1.0% | +62.7% | +61.5% |
| 1Y | +40.3% | -1.7% | +42.0% | +40.5% |
| 3Y | +87.9% | +18.4% | +69.5% | +69.8% |
| 5Y | +0.2% | -26.3% | +26.5% | +10.3% |
| 10Y | +274.5% | +123.3% | +151.1% | +268.6% |
| All | +274.5% | +117.1% | +157.3% | +268.6% |
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