+66.0%
BHP vs SUI
-2.0%
+68.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.5% |
| 7D | -5.0% | -2.8% | -2.1% | -5.0% |
| 30D | +1.2% | -1.2% | +2.3% | +1.2% |
| 3M | +1.8% | -1.7% | +3.6% | +1.9% |
| 6M | +18.0% | -10.5% | +28.5% | +19.5% |
| YTD | +52.7% | -1.8% | +54.6% | +54.6% |
| 1Y | +66.0% | -4.1% | +70.1% | +68.5% |
| All | +66.0% | -2.0% | +68.0% | +68.5% |
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