+14.3%
BR vs SUI
+18.2%
-3.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +1.1% | -1.5% | +2.6% | +1.5% |
| 30D | +14.4% | +3.7% | +10.6% | +13.2% |
| 3M | +12.4% | -0.4% | +12.8% | +12.4% |
| 6M | +35.4% | -2.8% | +38.2% | +36.2% |
| YTD | -12.2% | -1.6% | -10.6% | -12.1% |
| 1Y | -12.7% | -2.1% | -10.7% | -12.6% |
| 3Y | +14.3% | +18.5% | -4.2% | +7.3% |
| All | +14.3% | +18.2% | -3.9% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling