+21,372.6%
BN vs SUI
+4,037.5%
+17,335.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -2.5% | -2.8% | +0.4% | -1.2% |
| 30D | -9.5% | -1.2% | -8.3% | -9.1% |
| 3M | -10.4% | -1.7% | -8.6% | -10.0% |
| 6M | -6.4% | -10.5% | +4.1% | -2.1% |
| YTD | -11.9% | -1.8% | -10.0% | -11.7% |
| 1Y | -8.6% | -4.1% | -4.5% | -7.7% |
| 3Y | +77.6% | +11.3% | +66.3% | +65.2% |
| 5Y | +37.0% | -32.1% | +69.1% | +57.5% |
| 10Y | +266.4% | +110.4% | +155.9% | +155.8% |
| All | +21,372.6% | +4,037.5% | +17,335.1% | +6,131.8% |
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