-19.0%
BSX vs SUI
+15.1%
-34.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.8% | -3.8% |
| 7D | +1.8% | +6.2% | -4.4% | +0.3% |
| 30D | +2.8% | +8.6% | -5.8% | +0.9% |
| 3M | -13.3% | +1.0% | -14.3% | -13.6% |
| 6M | -23.7% | -2.6% | -21.1% | -23.5% |
| YTD | -55.2% | -0.1% | -55.0% | -55.3% |
| 1Y | -56.8% | +0.5% | -57.3% | -57.1% |
| 3Y | -19.0% | +15.3% | -34.3% | -22.1% |
| All | -19.0% | +15.1% | -34.2% | -22.1% |
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 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