+68.5%
BMY vs SUI
+115.7%
-47.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | -0.5% | +6.2% | -6.8% | -2.2% |
| 30D | +4.1% | +8.6% | -4.5% | +1.7% |
| 3M | -2.1% | +1.0% | -3.1% | -2.5% |
| 6M | +12.2% | -2.6% | +14.8% | +12.8% |
| YTD | +20.3% | -0.1% | +20.5% | +20.1% |
| 1Y | +39.2% | +0.5% | +38.7% | +38.6% |
| 3Y | +35.6% | +15.3% | +20.3% | +29.4% |
| 5Y | +28.6% | -26.1% | +54.7% | +36.1% |
| All | +68.5% | +115.7% | -47.2% | +48.1% |
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