+252.3%
BNY vs SUI
-33.5%
+285.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | +0.3% | -4.3% | +4.6% | +1.6% |
| 30D | +1.9% | -2.1% | +4.1% | +2.5% |
| 3M | +13.9% | -6.1% | +20.0% | +15.8% |
| 6M | +42.3% | -12.8% | +55.1% | +48.0% |
| YTD | +41.8% | -4.6% | +46.5% | +42.9% |
| 1Y | +57.9% | -7.7% | +65.6% | +60.7% |
| 3Y | +290.7% | +10.9% | +279.8% | +263.1% |
| 5Y | +252.3% | -32.4% | +284.7% | +292.6% |
| All | +252.3% | -33.5% | +285.8% | +292.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling