-4.6%
BROS vs SUI
-28.9%
+24.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.4% |
| 7D | -20.4% | -2.4% | -18.0% | -19.6% |
| 30D | -6.1% | +3.3% | -9.4% | -7.8% |
| 3M | -29.4% | +0.7% | -30.1% | -29.8% |
| 6M | -31.5% | -4.1% | -27.4% | -30.7% |
| YTD | -42.8% | -1.8% | -41.0% | -42.8% |
| 1Y | -37.5% | -4.1% | -33.4% | -36.8% |
| 3Y | +27.2% | +17.4% | +9.8% | +7.5% |
| 5Y | -47.0% | -27.0% | -19.9% | -34.6% |
| All | -4.6% | -28.9% | +24.3% | +18.9% |
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 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