+4,385.2%
BDX vs SUI
+4,037.5%
+347.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | -2.5% | -2.8% | +0.3% | -1.9% |
| 30D | +8.3% | -1.2% | +9.4% | +8.5% |
| 3M | +24.4% | -1.7% | +26.1% | +24.9% |
| 6M | +9.2% | -10.5% | +19.7% | +11.9% |
| YTD | +22.7% | -1.8% | +24.6% | +23.1% |
| 1Y | +25.9% | -4.1% | +30.0% | +26.9% |
| 3Y | -10.5% | +11.3% | -21.7% | -13.7% |
| 5Y | +1.9% | -32.1% | +34.0% | +8.5% |
| 10Y | +58.7% | +110.4% | -51.8% | +29.2% |
| All | +4,385.2% | +4,037.5% | +347.7% | +1,854.7% |
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