+4,528.9%
BHP vs SUI
+4,037.5%
+491.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -2.9% | -2.8% | -0.1% | -1.7% |
| 30D | +3.4% | -1.2% | +4.5% | +3.8% |
| 3M | +4.1% | -1.7% | +5.8% | +4.3% |
| 6M | +20.6% | -10.5% | +31.1% | +25.6% |
| YTD | +56.1% | -1.8% | +57.9% | +56.1% |
| 1Y | +69.6% | -4.1% | +73.7% | +70.7% |
| 3Y | +78.8% | +11.3% | +67.6% | +64.8% |
| 5Y | +113.1% | -32.1% | +145.2% | +138.8% |
| 10Y | +505.9% | +110.4% | +395.4% | +284.5% |
| All | +4,528.9% | +4,037.5% | +491.4% | +906.0% |
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