+1,420.8%
BEN vs SUI
+4,109.4%
-2,688.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +5.5% |
| 7D | +6.6% | +6.2% | +0.4% | +3.3% |
| 30D | +3.8% | +8.6% | -4.7% | -0.8% |
| 3M | +0.2% | +1.0% | -0.8% | -0.8% |
| 6M | +10.4% | -2.6% | +13.0% | +10.7% |
| YTD | +46.2% | -0.1% | +46.3% | +44.5% |
| 1Y | +52.3% | +0.5% | +51.8% | +49.9% |
| 3Y | +65.9% | +15.3% | +50.7% | +49.1% |
| 5Y | +20.6% | -26.1% | +46.7% | +34.3% |
| 10Y | +64.8% | +117.8% | -53.1% | -3.6% |
| All | +1,420.8% | +4,109.4% | -2,688.6% | +155.0% |
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