+27.6%
BDX vs SUI
-26.4%
+54.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.8% |
| 7D | +2.9% | -1.5% | +4.4% | +3.4% |
| 30D | +15.4% | +3.7% | +11.7% | +14.1% |
| 3M | +20.5% | -0.4% | +20.9% | +20.5% |
| 6M | +53.2% | -2.8% | +56.0% | +54.2% |
| YTD | +45.7% | -1.6% | +47.3% | +46.0% |
| 1Y | +47.3% | -2.1% | +49.3% | +47.8% |
| 3Y | +25.1% | +18.5% | +6.6% | +17.1% |
| All | +27.6% | -26.4% | +54.0% | +32.9% |
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 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