+179.6%
BNS vs SUI
+104.3%
+75.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | +1.8% | -3.1% | +4.9% | +2.9% |
| 30D | +4.5% | -2.3% | +6.8% | +5.3% |
| 3M | +15.8% | -2.8% | +18.6% | +16.5% |
| 6M | +31.5% | -12.4% | +43.8% | +36.9% |
| YTD | +28.6% | -3.3% | +31.9% | +29.4% |
| 1Y | +48.2% | -5.8% | +54.0% | +50.1% |
| 3Y | +130.8% | +12.5% | +118.3% | +115.2% |
| 5Y | +94.9% | -32.9% | +127.7% | +115.3% |
| 10Y | +179.6% | +104.4% | +75.2% | +140.6% |
| All | +179.6% | +104.3% | +75.2% | +140.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling