+3,989.9%
BHP vs SUI
+4,109.4%
-119.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.1% | +2.3% |
| 7D | +0.9% | +6.2% | -5.3% | -1.7% |
| 30D | -6.3% | +8.6% | -14.8% | -9.8% |
| 3M | -7.1% | +1.0% | -8.1% | -8.0% |
| 6M | -3.2% | -2.6% | -0.6% | -3.1% |
| YTD | +37.9% | -0.1% | +38.0% | +36.3% |
| 1Y | +49.7% | +0.5% | +49.2% | +47.4% |
| 3Y | +51.7% | +15.3% | +36.4% | +37.5% |
| 5Y | +122.0% | -26.1% | +148.2% | +139.0% |
| 10Y | +382.4% | +117.8% | +264.6% | +200.6% |
| All | +3,989.9% | +4,109.4% | -119.6% | +778.5% |
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 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