-20.6%
BIIB vs SUI
+120.9%
-141.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -0.4% | -2.4% | +2.0% | +0.4% |
| 30D | +10.5% | +3.3% | +7.1% | +9.1% |
| 3M | +24.3% | +0.7% | +23.6% | +23.8% |
| 6M | +28.0% | -4.1% | +32.1% | +29.7% |
| YTD | +44.0% | -1.8% | +45.8% | +44.2% |
| 1Y | +58.8% | -4.1% | +62.9% | +60.3% |
| 3Y | +12.7% | +17.4% | -4.7% | +5.0% |
| 5Y | -4.9% | -27.0% | +22.1% | +2.4% |
| 10Y | -20.6% | +121.2% | -141.8% | -29.3% |
| All | -20.6% | +120.9% | -141.5% | -29.3% |
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