+53.9%
BDX vs SUI
+104.3%
-50.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | -4.3% | -3.1% | -1.2% | -3.4% |
| 30D | +1.3% | -2.3% | +3.6% | +1.9% |
| 3M | +20.2% | -2.8% | +23.1% | +21.2% |
| 6M | +8.6% | -12.4% | +21.0% | +12.5% |
| YTD | +19.0% | -3.3% | +22.3% | +19.9% |
| 1Y | +21.2% | -5.8% | +27.0% | +22.9% |
| 3Y | -9.7% | +12.5% | -22.2% | -13.9% |
| 5Y | -3.4% | -32.9% | +29.5% | +4.2% |
| 10Y | +53.9% | +104.4% | -50.5% | +28.9% |
| All | +53.9% | +104.3% | -50.5% | +28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling