+518.1%
BE vs SUI
-27.1%
+545.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.8% | +13.8% | +13.3% |
| 7D | +4.5% | -2.4% | +7.0% | +5.6% |
| 30D | -20.1% | +3.3% | -23.5% | -22.5% |
| 3M | -0.8% | +0.7% | -1.5% | -2.8% |
| 6M | -26.2% | -4.1% | -22.1% | -27.2% |
| YTD | +141.1% | -1.8% | +142.9% | +131.8% |
| 1Y | +64.8% | -4.1% | +68.9% | +61.5% |
| 3Y | +1,887.4% | +17.4% | +1,870.0% | +1,398.7% |
| 5Y | +518.1% | -27.0% | +545.1% | +666.7% |
| All | +518.1% | -27.1% | +545.2% | +666.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling