+57.5%
BMY vs SUI
+118.5%
-61.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.4% | +3.0% | -4.4% | -2.2% |
| 30D | +5.1% | +5.6% | -0.4% | +3.5% |
| 3M | -3.0% | +0.9% | -3.9% | -3.3% |
| 6M | +13.1% | -2.6% | +15.6% | +13.7% |
| YTD | +20.3% | -0.1% | +20.4% | +20.1% |
| 1Y | +39.0% | -1.4% | +40.4% | +39.2% |
| 3Y | +42.0% | +19.8% | +22.2% | +34.1% |
| 5Y | +28.5% | -25.8% | +54.3% | +35.9% |
| 10Y | +57.5% | +118.1% | -60.6% | +33.1% |
| All | +57.5% | +118.5% | -61.0% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling