+103.9%
BP vs SUI
-26.3%
+130.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | -11.6% | +6.2% | -17.8% | -12.5% |
| 30D | 0.0% | +8.6% | -8.5% | -1.3% |
| 3M | +6.7% | +1.0% | +5.7% | +6.4% |
| 6M | +2.2% | -2.6% | +4.8% | +2.4% |
| YTD | +33.0% | -0.1% | +33.1% | +32.4% |
| 1Y | +30.7% | +0.5% | +30.3% | +30.0% |
| 3Y | +44.2% | +15.3% | +28.9% | +38.2% |
| All | +103.9% | -26.3% | +130.2% | +116.2% |
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