+239.8%
BBY vs SUI
+104.7%
+135.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.9% |
| 7D | +1.2% | -4.3% | +5.5% | +3.1% |
| 30D | +6.8% | -2.1% | +8.9% | +7.8% |
| 3M | +18.7% | -6.1% | +24.8% | +21.8% |
| 6M | +37.3% | -12.8% | +50.0% | +45.1% |
| YTD | +35.3% | -4.6% | +39.9% | +37.3% |
| 1Y | +20.7% | -7.7% | +28.4% | +23.9% |
| 3Y | +39.4% | +10.9% | +28.5% | +29.5% |
| 5Y | -1.5% | -32.4% | +30.9% | +12.3% |
| 10Y | +239.8% | +105.7% | +134.1% | +224.8% |
| All | +239.8% | +104.7% | +135.1% | +224.8% |
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