+1,616.9%
BE vs SUI
+15.1%
+1,601.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.8% | -12.8% | -13.6% |
| 7D | -14.7% | +6.2% | -20.9% | -14.2% |
| 30D | -40.5% | +8.6% | -49.1% | -40.3% |
| 3M | -24.3% | +1.0% | -25.3% | -23.9% |
| 6M | -39.3% | -2.6% | -36.7% | -38.9% |
| YTD | +99.4% | -0.1% | +99.5% | +98.8% |
| 1Y | +26.6% | +0.5% | +26.1% | +26.2% |
| 3Y | +1,616.9% | +15.3% | +1,601.7% | +1,287.2% |
| All | +1,616.9% | +15.1% | +1,601.8% | +1,287.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling