+5,074.4%
BDX vs SUI
+4,109.4%
+965.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | +7.1% | +6.2% | +0.9% | +5.6% |
| 30D | +17.6% | +8.6% | +9.0% | +15.4% |
| 3M | +20.4% | +1.0% | +19.4% | +20.0% |
| 6M | +48.3% | -2.6% | +50.9% | +49.1% |
| YTD | +41.6% | -0.1% | +41.7% | +41.4% |
| 1Y | +55.7% | +0.5% | +55.3% | +55.3% |
| 3Y | +10.6% | +15.3% | -4.6% | +6.0% |
| 5Y | +24.0% | -26.1% | +50.1% | +29.5% |
| 10Y | +84.8% | +117.8% | -33.0% | +49.4% |
| All | +5,074.4% | +4,109.4% | +965.0% | +2,145.7% |
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