+272.4%
BBY vs SUI
+120.9%
+151.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.3% |
| 7D | +4.0% | -3.8% | +7.9% | +5.8% |
| 30D | +17.6% | +3.9% | +13.6% | +15.6% |
| 3M | +25.9% | +0.2% | +25.7% | +25.8% |
| 6M | +85.1% | -4.2% | +89.3% | +88.0% |
| YTD | +60.6% | -2.5% | +63.1% | +61.5% |
| 1Y | +40.2% | -4.0% | +44.2% | +41.9% |
| 3Y | +86.6% | +16.5% | +70.1% | +69.8% |
| 5Y | -3.7% | -27.2% | +23.5% | +6.6% |
| All | +272.4% | +120.9% | +151.5% | +268.8% |
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