+51.1%
BNS vs SUI
+1.6%
+49.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.2% | -2.2% | +2.4% |
| 7D | +2.0% | +10.0% | -8.0% | +1.0% |
| 30D | +7.8% | +8.4% | -0.6% | +6.6% |
| 3M | +11.7% | +0.7% | +11.0% | +11.4% |
| 6M | +28.2% | -0.9% | +29.2% | +28.0% |
| YTD | +34.8% | +0.6% | +34.1% | +36.2% |
| 1Y | +51.1% | +0.8% | +50.3% | +53.0% |
| All | +51.1% | +1.6% | +49.4% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling