+38.3%
BN vs SUI
-32.0%
+70.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -2.5% | -2.8% | +0.4% | -1.0% |
| 30D | -9.5% | -1.2% | -8.3% | -9.0% |
| 3M | -10.4% | -1.7% | -8.6% | -10.0% |
| 6M | -6.4% | -10.5% | +4.1% | -1.3% |
| YTD | -11.9% | -1.8% | -10.0% | -11.7% |
| 1Y | -8.6% | -4.1% | -4.5% | -7.6% |
| 3Y | +77.6% | +11.3% | +66.3% | +60.0% |
| All | +38.3% | -32.0% | +70.3% | +65.1% |
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