-30.9%
BIIB vs SUI
+104.3%
-135.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.3% |
| 7D | -1.6% | -3.1% | +1.5% | -0.5% |
| 30D | +2.2% | -2.3% | +4.5% | +3.0% |
| 3M | +10.3% | -2.8% | +13.1% | +11.4% |
| 6M | +14.9% | -12.4% | +27.3% | +20.1% |
| YTD | +20.7% | -3.3% | +24.1% | +21.7% |
| 1Y | +50.3% | -5.8% | +56.1% | +53.0% |
| 3Y | -18.0% | +12.5% | -30.4% | -22.3% |
| 5Y | -33.9% | -32.9% | -1.1% | -26.9% |
| 10Y | -30.9% | +104.4% | -135.3% | -36.0% |
| All | -30.9% | +104.3% | -135.3% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling