+13,180.9%
BRO vs SUI
+4,047.2%
+9,133.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.6% |
| 7D | -0.3% | -1.5% | +1.2% | +0.2% |
| 30D | +11.3% | +3.7% | +7.5% | +10.1% |
| 3M | +0.7% | -0.4% | +1.1% | +1.0% |
| 6M | +32.9% | -2.8% | +35.7% | +34.5% |
| YTD | -8.8% | -1.6% | -7.2% | -8.3% |
| 1Y | -9.2% | -2.1% | -7.2% | -8.6% |
| 3Y | +0.1% | +18.5% | -18.4% | -6.9% |
| 5Y | +15.6% | -26.5% | +42.2% | +24.3% |
| 10Y | +300.2% | +121.6% | +178.5% | +196.3% |
| All | +13,180.9% | +4,047.2% | +9,133.8% | +3,845.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling