+7,552.4%
BBY vs SUI
+4,109.4%
+3,443.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | +4.2% | +6.2% | -2.1% | +1.5% |
| 30D | +17.8% | +8.6% | +9.2% | +13.6% |
| 3M | +25.8% | +1.0% | +24.8% | +25.2% |
| 6M | +73.8% | -2.6% | +76.4% | +75.3% |
| YTD | +54.7% | -0.1% | +54.9% | +54.0% |
| 1Y | +33.4% | +0.5% | +32.9% | +32.4% |
| 3Y | +72.2% | +15.3% | +56.9% | +57.9% |
| 5Y | -2.5% | -26.1% | +23.6% | +7.0% |
| 10Y | +275.2% | +117.8% | +157.3% | +145.9% |
| All | +7,552.4% | +4,109.4% | +3,443.0% | +1,359.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling