+127.0%
BP vs SUI
+117.1%
+9.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -6.3% | +3.4% | -9.8% | -7.2% |
| 30D | -3.6% | +4.6% | -8.2% | -4.9% |
| 3M | +5.2% | +1.6% | +3.7% | +4.5% |
| 6M | +5.3% | -3.5% | +8.8% | +5.8% |
| YTD | +33.1% | -1.0% | +34.1% | +32.4% |
| 1Y | +26.3% | -1.7% | +28.0% | +25.8% |
| 3Y | +47.5% | +18.4% | +29.1% | +37.3% |
| 5Y | +106.2% | -26.3% | +132.5% | +118.1% |
| 10Y | +127.0% | +123.3% | +3.6% | +114.1% |
| All | +127.0% | +117.1% | +9.8% | +114.1% |
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