+1,458.1%
BMY vs SUI
+4,037.5%
-2,579.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | +0.4% | -2.8% | +3.2% | +1.1% |
| 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% | +12.4% |
| YTD | +28.1% | -1.8% | +29.9% | +28.4% |
| 1Y | +50.0% | -4.1% | +54.1% | +51.2% |
| 3Y | +24.1% | +11.3% | +12.8% | +19.6% |
| 5Y | +25.0% | -32.1% | +57.1% | +33.6% |
| 10Y | +68.7% | +110.4% | -41.8% | +34.1% |
| All | +1,458.1% | +4,037.5% | -2,579.5% | +599.7% |
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