+701.6%
BE vs SUI
+62.6%
+639.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.2% | -11.5% | -9.2% |
| 7D | -12.1% | +10.0% | -22.2% | -17.2% |
| 30D | -30.1% | +8.4% | -38.5% | -34.3% |
| 3M | -12.1% | +0.7% | -12.8% | -14.0% |
| 6M | -30.6% | -0.9% | -29.6% | -33.0% |
| YTD | +130.6% | +0.6% | +130.0% | +118.5% |
| 1Y | +55.3% | +0.8% | +54.5% | +47.1% |
| 3Y | +1,755.6% | +15.5% | +1,740.1% | +1,396.5% |
| 5Y | +564.5% | -25.9% | +590.3% | +651.4% |
| All | +701.6% | +62.6% | +639.0% | +464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling