+76.4%
BND vs SUI
+1,046.8%
-970.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | -0.1% | -2.8% | +2.7% | -0.1% |
| 30D | -0.4% | -1.2% | +0.8% | -0.3% |
| 3M | -0.6% | -1.7% | +1.1% | -0.6% |
| 6M | -1.4% | -10.5% | +9.0% | -1.3% |
| YTD | -0.2% | -1.8% | +1.6% | -0.2% |
| 1Y | +1.3% | -4.1% | +5.4% | +1.3% |
| 3Y | +13.2% | +11.3% | +1.9% | +12.9% |
| 5Y | -1.6% | -32.1% | +30.5% | -1.7% |
| 10Y | +15.5% | +110.4% | -95.0% | +16.0% |
| All | +76.4% | +1,046.8% | -970.4% | +79.1% |
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 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