+35.9%
BN vs SUI
-25.9%
+61.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.9% |
| 7D | +4.3% | +3.4% | +0.9% | +2.6% |
| 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% | +75.2% |
| 5Y | +35.9% | -26.3% | +62.3% | +58.6% |
| All | +35.9% | -25.9% | +61.9% | +58.6% |
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