+43.9%
BBY vs SUI
-3.0%
+46.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | +4.5% | -1.5% | +5.9% | +5.2% |
| 30D | +16.8% | +3.7% | +13.1% | +15.0% |
| 3M | +23.2% | -0.4% | +23.6% | +22.8% |
| 6M | +91.9% | -2.8% | +94.7% | +92.4% |
| YTD | +61.6% | -1.6% | +63.2% | +58.2% |
| 1Y | +43.9% | -2.1% | +45.9% | +41.9% |
| All | +43.9% | -3.0% | +46.9% | +41.9% |
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