+144.0%
BWA vs SUI
+104.3%
+39.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.4% |
| 7D | +4.3% | -3.1% | +7.4% | +5.4% |
| 30D | -2.9% | -2.3% | -0.6% | -2.2% |
| 3M | -12.4% | -2.8% | -9.6% | -12.0% |
| 6M | +28.6% | -12.4% | +40.9% | +33.8% |
| YTD | +48.2% | -3.3% | +51.5% | +48.5% |
| 1Y | +50.9% | -5.8% | +56.7% | +52.5% |
| 3Y | +72.2% | +12.5% | +59.7% | +60.8% |
| 5Y | +91.1% | -32.9% | +123.9% | +110.7% |
| 10Y | +144.0% | +104.4% | +39.6% | +115.5% |
| All | +144.0% | +104.3% | +39.7% | +115.5% |
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