+49.7%
BHP vs SUI
-0.1%
+49.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.1% | +1.7% |
| 7D | +0.9% | +6.2% | -5.3% | +0.8% |
| 30D | -6.3% | +8.6% | -14.8% | -6.7% |
| 3M | -7.1% | +1.0% | -8.1% | -7.2% |
| 6M | -3.2% | -2.6% | -0.6% | -2.8% |
| YTD | +37.9% | -0.1% | +38.0% | +39.9% |
| 1Y | +49.7% | +0.5% | +49.2% | +52.7% |
| All | +49.7% | -0.1% | +49.8% | +52.7% |
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