+1,348.9%
BMY vs SUI
+4,109.4%
-2,760.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | -0.5% | +6.2% | -6.8% | -2.0% |
| 30D | +4.1% | +8.6% | -4.5% | +2.0% |
| 3M | -3.1% | +1.0% | -4.1% | -3.4% |
| 6M | +11.0% | -2.6% | +13.6% | +11.6% |
| YTD | +19.1% | -0.1% | +19.2% | +18.9% |
| 1Y | +37.8% | +0.5% | +37.3% | +37.3% |
| 3Y | +34.2% | +15.3% | +18.9% | +28.5% |
| 5Y | +27.2% | -26.1% | +53.4% | +33.2% |
| 10Y | +72.1% | +117.8% | -45.8% | +35.8% |
| All | +1,348.9% | +4,109.4% | -2,760.5% | +547.7% |
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