+189.8%
BR vs SUI
+108.4%
+81.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.0% | -3.3% |
| 7D | -5.3% | -2.8% | -2.4% | -4.3% |
| 30D | +6.4% | -1.2% | +7.6% | +6.8% |
| 3M | +13.6% | -1.7% | +15.4% | +14.3% |
| 6M | -6.7% | -10.5% | +3.8% | -3.3% |
| YTD | -21.1% | -1.8% | -19.3% | -20.9% |
| 1Y | -29.6% | -4.1% | -25.5% | -28.9% |
| 3Y | -2.4% | +11.3% | -13.6% | -8.3% |
| 5Y | +11.2% | -32.1% | +43.4% | +23.0% |
| All | +189.8% | +108.4% | +81.4% | +114.7% |
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