+4,770.6%
BNY vs SUI
+4,037.5%
+733.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | +1.4% | -2.8% | +4.3% | +2.8% |
| 30D | +3.8% | -1.2% | +5.0% | +4.3% |
| 3M | +14.9% | -1.7% | +16.7% | +15.2% |
| 6M | +40.3% | -10.5% | +50.8% | +46.7% |
| YTD | +43.8% | -1.8% | +45.6% | +43.5% |
| 1Y | +58.9% | -4.1% | +63.0% | +59.9% |
| 3Y | +290.4% | +11.3% | +279.2% | +255.9% |
| 5Y | +250.1% | -32.1% | +282.2% | +296.4% |
| 10Y | +410.7% | +110.4% | +300.3% | +201.2% |
| All | +4,770.6% | +4,037.5% | +733.1% | +719.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling