+316.9%
BNY vs SUI
+123.0%
+193.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +3.9% | -1.5% | +5.3% | +4.3% |
| 30D | +11.9% | +3.7% | +8.2% | +10.5% |
| 3M | -5.0% | -0.4% | -4.6% | -5.2% |
| 6M | +14.6% | -2.8% | +17.4% | +14.8% |
| YTD | +34.5% | -1.6% | +36.1% | +33.9% |
| 1Y | +40.6% | -2.1% | +42.7% | +40.2% |
| 3Y | +261.7% | +18.5% | +243.2% | +232.2% |
| 5Y | +192.3% | -26.5% | +218.8% | +210.6% |
| All | +316.9% | +123.0% | +193.9% | +308.8% |
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 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