-31.7%
BR vs SUI
-5.1%
-26.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.1% |
| 7D | -5.9% | -3.1% | -2.8% | -5.1% |
| 30D | +1.9% | -2.3% | +4.2% | +2.5% |
| 3M | +14.7% | -2.8% | +17.5% | +15.4% |
| 6M | -12.8% | -12.4% | -0.4% | -10.7% |
| YTD | -23.0% | -3.3% | -19.7% | -22.3% |
| 1Y | -31.7% | -5.8% | -25.9% | -30.2% |
| All | -31.7% | -5.1% | -26.6% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling