+53.4%
BHP vs SUI
+1.6%
+51.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.2% | -2.6% | +2.5% |
| 7D | -2.5% | +10.0% | -12.6% | -2.6% |
| 30D | -7.7% | +8.4% | -16.1% | -8.1% |
| 3M | -6.4% | +0.7% | -7.0% | -6.5% |
| 6M | +5.2% | -0.9% | +6.1% | +5.3% |
| YTD | +38.3% | +0.6% | +37.7% | +40.3% |
| 1Y | +53.4% | +0.8% | +52.6% | +56.2% |
| All | +53.4% | +1.6% | +51.7% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling