-6.8%
BIIB vs SUI
-26.4%
+19.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.8% |
| 7D | +2.0% | -1.5% | +3.5% | +2.6% |
| 30D | +8.8% | +3.7% | +5.1% | +7.2% |
| 3M | +20.3% | -0.4% | +20.7% | +20.2% |
| 6M | +23.9% | -2.8% | +26.7% | +25.0% |
| YTD | +44.0% | -1.6% | +45.6% | +44.0% |
| 1Y | +53.8% | -2.1% | +55.9% | +54.1% |
| 3Y | +13.8% | +18.5% | -4.6% | +4.9% |
| All | -6.8% | -26.4% | +19.7% | +2.8% |
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