+289.2%
BN vs SUI
+117.1%
+172.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.9% |
| 7D | +4.3% | +3.4% | +0.9% | +2.5% |
| 30D | +14.3% | +4.6% | +9.7% | +11.5% |
| 3M | -4.1% | +1.6% | -5.7% | -5.2% |
| 6M | -9.7% | -3.5% | -6.2% | -8.7% |
| YTD | -7.1% | -1.0% | -6.1% | -7.6% |
| 1Y | -7.4% | -1.7% | -5.7% | -7.5% |
| 3Y | +102.3% | +18.4% | +84.0% | +77.7% |
| 5Y | +35.9% | -26.3% | +62.3% | +53.6% |
| 10Y | +289.2% | +123.3% | +165.8% | +196.7% |
| All | +289.2% | +117.1% | +172.1% | +196.7% |
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 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