+52.3%
BDX vs SUI
+1.6%
+50.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.2% | +0.4% | +3.1% |
| 7D | +7.2% | +10.0% | -2.8% | +2.6% |
| 30D | +15.8% | +8.4% | +7.4% | +11.3% |
| 3M | +23.7% | +0.7% | +23.0% | +22.7% |
| 6M | +44.8% | -0.9% | +45.8% | +44.2% |
| YTD | +39.8% | +0.6% | +39.1% | +38.2% |
| 1Y | +52.3% | +0.8% | +51.6% | +51.4% |
| All | +52.3% | +1.6% | +50.7% | +51.4% |
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