+30.9%
BMY vs SUI
-26.4%
+57.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.5% |
| 7D | +2.1% | -1.5% | +3.6% | +2.5% |
| 30D | +7.0% | +3.7% | +3.3% | +6.0% |
| 3M | -0.9% | -0.4% | -0.5% | -0.9% |
| 6M | +14.9% | -2.8% | +17.7% | +15.5% |
| YTD | +22.8% | -1.6% | +24.4% | +23.0% |
| 1Y | +36.2% | -2.1% | +38.3% | +36.6% |
| 3Y | +45.7% | +18.5% | +27.2% | +40.5% |
| All | +30.9% | -26.4% | +57.3% | +36.5% |
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 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