+112.8%
BP vs SUI
-26.4%
+139.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.7% |
| 7D | +3.8% | -1.5% | +5.3% | +4.0% |
| 30D | -5.3% | +3.7% | -9.0% | -5.9% |
| 3M | +9.3% | -0.4% | +9.6% | +9.2% |
| 6M | +7.2% | -2.8% | +10.0% | +7.5% |
| YTD | +38.0% | -1.6% | +39.6% | +37.7% |
| 1Y | +33.2% | -2.1% | +35.3% | +33.0% |
| 3Y | +50.3% | +18.5% | +31.8% | +43.1% |
| All | +112.8% | -26.4% | +139.2% | +124.6% |
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