+209.9%
BKNG vs SU
+267.2%
-57.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | -9.8% | +2.2% | -12.0% | -10.5% |
| 30D | -17.9% | +8.4% | -26.3% | -20.1% |
| 3M | +6.6% | +12.1% | -5.5% | +1.9% |
| 6M | +1.1% | +19.7% | -18.6% | -6.4% |
| YTD | -18.2% | +58.4% | -76.6% | -31.5% |
| 1Y | -20.2% | +67.2% | -87.4% | -34.6% |
| 3Y | +39.9% | +125.0% | -85.2% | 0.0% |
| 5Y | +93.1% | +355.1% | -261.9% | -0.2% |
| All | +209.9% | +267.2% | -57.3% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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