+20.7%
BBY vs SUI
-6.7%
+27.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.1% |
| 7D | +1.2% | -4.3% | +5.5% | +2.2% |
| 30D | +6.8% | -2.1% | +8.9% | +7.4% |
| 3M | +18.7% | -6.1% | +24.8% | +20.5% |
| 6M | +37.3% | -12.8% | +50.0% | +40.5% |
| YTD | +35.3% | -4.6% | +39.9% | +36.3% |
| 1Y | +20.7% | -7.7% | +28.4% | +26.9% |
| All | +20.7% | -6.7% | +27.4% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling