+1,709.5%
BE vs SUI
+18.2%
+1,691.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.9% | -4.8% |
| 7D | +10.8% | -1.5% | +12.3% | +10.7% |
| 30D | -19.8% | +3.7% | -23.5% | -19.6% |
| 3M | -18.7% | -0.4% | -18.3% | -18.4% |
| 6M | -33.7% | -2.8% | -31.0% | -33.6% |
| YTD | +121.0% | -1.6% | +122.6% | +119.8% |
| 1Y | +85.4% | -2.1% | +87.5% | +84.9% |
| 3Y | +1,709.5% | +18.5% | +1,691.0% | +1,080.3% |
| All | +1,709.5% | +18.2% | +1,691.3% | +1,080.3% |
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