+1.2%
BBY vs SUI
-32.1%
+33.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | +8.1% | -3.1% | +11.2% | +9.5% |
| 30D | +8.9% | -2.3% | +11.3% | +10.0% |
| 3M | +22.0% | -2.8% | +24.9% | +23.3% |
| 6M | +37.8% | -12.4% | +50.2% | +45.2% |
| YTD | +37.3% | -3.3% | +40.6% | +38.5% |
| 1Y | +21.6% | -5.8% | +27.4% | +23.7% |
| 3Y | +41.5% | +12.5% | +29.0% | +30.4% |
| 5Y | +1.2% | -32.9% | +34.1% | +12.6% |
| All | +1.2% | -32.1% | +33.4% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling