+2,764.2%
BWA vs SUI
+4,109.4%
-1,345.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.3% |
| 7D | -5.5% | +6.2% | -11.7% | -8.1% |
| 30D | -21.7% | +8.6% | -30.3% | -24.9% |
| 3M | -25.6% | +1.0% | -26.6% | -26.5% |
| 6M | -17.4% | -2.6% | -14.8% | -17.7% |
| YTD | +9.2% | -0.1% | +9.3% | +7.2% |
| 1Y | +9.7% | +0.5% | +9.3% | +7.5% |
| 3Y | +54.6% | +15.3% | +39.4% | +39.9% |
| 5Y | +26.8% | -26.1% | +52.9% | +37.5% |
| 10Y | +89.0% | +117.8% | -28.9% | +15.9% |
| All | +2,764.2% | +4,109.4% | -1,345.2% | +450.3% |
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