-8.9%
BIIB vs SUI
-26.3%
+17.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.4% |
| 7D | -2.1% | +6.2% | -8.3% | -4.4% |
| 30D | +11.8% | +8.6% | +3.2% | +8.2% |
| 3M | +20.4% | +1.0% | +19.4% | +19.7% |
| 6M | +30.2% | -2.6% | +32.8% | +31.2% |
| YTD | +41.1% | -0.1% | +41.2% | +40.3% |
| 1Y | +58.4% | +0.5% | +58.0% | +57.1% |
| 3Y | -0.1% | +15.3% | -15.4% | -7.0% |
| All | -8.9% | -26.3% | +17.4% | +0.5% |
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 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