+289.5%
BNY vs SUI
+10.9%
+278.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.1% |
| 7D | +0.3% | -4.3% | +4.6% | +1.2% |
| 30D | +1.9% | -2.1% | +4.1% | +2.4% |
| 3M | +13.9% | -6.1% | +20.0% | +15.2% |
| 6M | +42.3% | -12.8% | +55.1% | +46.5% |
| YTD | +41.8% | -4.6% | +46.5% | +42.6% |
| 1Y | +57.9% | -7.7% | +65.6% | +60.0% |
| All | +289.5% | +10.9% | +278.6% | +263.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling