+98.8%
BKNG vs SUI
-32.1%
+130.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.3% |
| 7D | -7.9% | -3.1% | -4.7% | -6.9% |
| 30D | -15.9% | -2.3% | -13.6% | -15.3% |
| 3M | +11.1% | -2.8% | +13.9% | +12.1% |
| 6M | -0.7% | -12.4% | +11.7% | +3.3% |
| YTD | -15.4% | -3.3% | -12.1% | -14.6% |
| 1Y | -18.5% | -5.8% | -12.7% | -17.2% |
| 3Y | +46.5% | +12.5% | +34.0% | +37.1% |
| 5Y | +98.8% | -32.9% | +131.6% | +127.9% |
| All | +98.8% | -32.1% | +130.9% | +127.9% |
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