+26.9%
BMY vs SUI
+12.1%
+14.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | +0.4% | -2.8% | +3.2% | +1.3% |
| 30D | +5.0% | -1.2% | +6.2% | +5.3% |
| 3M | +19.4% | -1.7% | +21.1% | +19.8% |
| 6M | +9.5% | -10.5% | +20.0% | +13.0% |
| YTD | +28.1% | -1.8% | +29.9% | +28.5% |
| 1Y | +50.0% | -4.1% | +54.1% | +51.3% |
| All | +26.9% | +12.1% | +14.8% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling