+6,761.5%
BBY vs SUI
+4,037.5%
+2,724.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | +9.5% | -2.8% | +12.3% | +10.9% |
| 30D | +6.8% | -1.2% | +8.0% | +7.4% |
| 3M | +28.9% | -1.7% | +30.6% | +29.6% |
| 6M | +37.8% | -10.5% | +48.3% | +44.1% |
| YTD | +38.7% | -1.8% | +40.6% | +39.1% |
| 1Y | +23.7% | -4.1% | +27.8% | +25.0% |
| 3Y | +39.1% | +11.3% | +27.9% | +29.1% |
| 5Y | -0.4% | -32.1% | +31.7% | +13.2% |
| 10Y | +234.0% | +110.4% | +123.6% | +122.1% |
| All | +6,761.5% | +4,037.5% | +2,724.0% | +1,218.0% |
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