+85.6%
BEN vs SUI
+17.8%
+67.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | +12.1% | +3.4% | +8.7% | +10.7% |
| 30D | +13.4% | +4.6% | +8.8% | +11.2% |
| 3M | +9.4% | +1.6% | +7.8% | +8.3% |
| 6M | +19.3% | -3.5% | +22.7% | +20.0% |
| YTD | +57.3% | -1.0% | +58.3% | +56.5% |
| 1Y | +69.1% | -1.7% | +70.8% | +68.8% |
| 3Y | +85.6% | +18.4% | +67.3% | +55.2% |
| All | +85.6% | +17.8% | +67.8% | +55.2% |
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