+83.7%
BSX vs SUI
+104.3%
-20.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.5% | -4.4% | -5.3% |
| 7D | -6.4% | -3.1% | -3.3% | -5.3% |
| 30D | -8.8% | -2.3% | -6.5% | -8.0% |
| 3M | -7.6% | -2.8% | -4.8% | -6.7% |
| 6M | -37.0% | -12.4% | -24.6% | -33.8% |
| YTD | -52.8% | -3.3% | -49.5% | -52.5% |
| 1Y | -58.4% | -5.8% | -52.6% | -57.7% |
| 3Y | -16.5% | +12.5% | -29.0% | -23.1% |
| 5Y | -1.2% | -32.9% | +31.7% | +12.9% |
| 10Y | +83.7% | +104.4% | -20.7% | +45.1% |
| All | +83.7% | +104.3% | -20.6% | +45.1% |
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