-39.3%
BE vs SUI
-2.4%
-37.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.8% | -12.8% | -14.8% |
| 7D | -14.7% | +6.2% | -20.9% | -5.2% |
| 30D | -40.5% | +8.6% | -49.1% | -30.4% |
| 3M | -24.3% | +1.0% | -25.3% | -21.7% |
| 6M | -39.3% | -2.6% | -36.7% | -33.7% |
| All | -39.3% | -2.4% | -37.0% | -33.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling