+119.6%
BHP vs SUI
-26.4%
+146.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | -0.5% | -1.5% | +1.0% | -0.1% |
| 30D | -4.5% | +3.7% | -8.3% | -5.8% |
| 3M | -6.9% | -0.4% | -6.5% | -7.1% |
| 6M | -10.6% | -2.8% | -7.8% | -10.4% |
| YTD | +37.2% | -1.6% | +38.8% | +36.8% |
| 1Y | +48.0% | -2.1% | +50.1% | +47.7% |
| 3Y | +52.6% | +18.5% | +34.1% | +39.2% |
| All | +119.6% | -26.4% | +146.0% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling