+1,445.1%
BSX vs SUI
+4,037.5%
-2,592.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | +2.0% | -2.8% | +4.9% | +3.1% |
| 30D | +0.1% | -1.2% | +1.3% | +0.5% |
| 3M | -2.1% | -1.7% | -0.4% | -1.7% |
| 6M | -33.8% | -10.5% | -23.3% | -31.3% |
| YTD | -49.9% | -1.8% | -48.0% | -49.8% |
| 1Y | -55.4% | -4.1% | -51.4% | -55.1% |
| 3Y | -10.9% | +11.3% | -22.1% | -16.4% |
| 5Y | +6.4% | -32.1% | +38.5% | +17.1% |
| 10Y | +97.0% | +110.4% | -13.4% | +43.7% |
| All | +1,445.1% | +4,037.5% | -2,592.5% | +383.2% |
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