+26.6%
BE vs SUI
-0.1%
+26.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.5% | +4.9% | +1.8% |
| 7D | -14.7% | +6.2% | -20.9% | -8.5% |
| 30D | -40.5% | +8.6% | -49.1% | -34.5% |
| 3M | -24.3% | +1.0% | -25.3% | -21.4% |
| 6M | -39.3% | -2.6% | -36.7% | -36.5% |
| YTD | +99.4% | -0.1% | +99.5% | +100.4% |
| 1Y | +26.6% | +0.5% | +26.1% | +27.8% |
| All | +26.6% | -0.1% | +26.7% | +27.8% |
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