+30.3%
BN vs SUI
-26.3%
+56.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.2% |
| 7D | +5.3% | +6.2% | -0.9% | +2.2% |
| 30D | +11.9% | +8.6% | +3.3% | +7.1% |
| 3M | -5.7% | +1.0% | -6.7% | -6.5% |
| 6M | -10.6% | -2.6% | -8.0% | -10.1% |
| YTD | -9.4% | -0.1% | -9.2% | -10.2% |
| 1Y | -8.8% | +0.5% | -9.3% | -10.0% |
| 3Y | +95.6% | +15.3% | +80.4% | +72.4% |
| All | +30.3% | -26.3% | +56.6% | +51.4% |
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