+54.6%
BWA vs SUI
+15.1%
+39.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.0% |
| 7D | -5.5% | +6.2% | -11.7% | -7.0% |
| 30D | -21.7% | +8.6% | -30.3% | -23.7% |
| 3M | -25.6% | +1.0% | -26.6% | -26.0% |
| 6M | -17.4% | -2.6% | -14.8% | -17.2% |
| YTD | +9.2% | -0.1% | +9.3% | +7.9% |
| 1Y | +9.7% | +0.5% | +9.3% | +8.2% |
| 3Y | +54.6% | +15.3% | +39.4% | +39.0% |
| All | +54.6% | +15.1% | +39.5% | +39.0% |
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