+641.7%
BE vs SUI
+59.9%
+581.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -3.9% |
| 7D | -13.4% | +3.4% | -16.8% | -15.3% |
| 30D | -33.9% | +4.6% | -38.5% | -36.6% |
| 3M | -12.0% | +1.6% | -13.6% | -14.5% |
| 6M | -29.0% | -3.5% | -25.5% | -30.4% |
| YTD | +113.4% | -1.0% | +114.4% | +103.8% |
| 1Y | +33.2% | -1.7% | +34.9% | +28.0% |
| 3Y | +1,659.2% | +18.4% | +1,640.8% | +1,287.4% |
| 5Y | +461.4% | -26.3% | +487.7% | +536.0% |
| All | +641.7% | +59.9% | +581.8% | +427.0% |
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