+892.4%
BKNG vs SUI
+1,806.6%
-914.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -6.0% | -2.8% | -3.2% | -4.9% |
| 30D | -6.6% | -1.2% | -5.5% | -6.2% |
| 3M | +15.7% | -1.7% | +17.4% | +16.4% |
| 6M | +14.1% | -10.5% | +24.6% | +19.2% |
| YTD | -9.3% | -1.8% | -7.5% | -8.9% |
| 1Y | -12.8% | -4.1% | -8.7% | -11.7% |
| 3Y | +58.4% | +11.3% | +47.2% | +46.8% |
| 5Y | +114.1% | -32.1% | +146.3% | +139.5% |
| 10Y | +246.8% | +110.4% | +136.4% | +130.5% |
| All | +892.4% | +1,806.6% | -914.1% | +126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling