+62.8%
BWA vs SUI
+18.2%
+44.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | +4.3% | -1.5% | +5.7% | +4.6% |
| 30D | -13.0% | +3.7% | -16.8% | -14.1% |
| 3M | -24.8% | -0.4% | -24.4% | -25.0% |
| 6M | -23.5% | -2.8% | -20.7% | -23.4% |
| YTD | +13.8% | -1.6% | +15.5% | +12.9% |
| 1Y | +13.4% | -2.1% | +15.5% | +12.7% |
| 3Y | +62.8% | +18.5% | +44.3% | +43.0% |
| All | +62.8% | +18.2% | +44.6% | +43.0% |
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