+360.5%
BE vs SUI
-2.0%
+362.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.0% |
| 7D | +20.0% | -2.8% | +22.8% | +17.0% |
| 30D | +7.9% | -1.2% | +9.1% | +6.9% |
| 3M | -13.2% | -1.7% | -11.5% | -12.7% |
| 6M | +53.5% | -10.5% | +63.9% | +49.9% |
| YTD | +191.0% | -1.8% | +192.9% | +193.7% |
| 1Y | +360.5% | -4.1% | +364.6% | +416.6% |
| All | +360.5% | -2.0% | +362.5% | +416.6% |
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