+61,756.5%
SU vs BBWI
+999.2%
+60,757.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +4.0% | +0.6% |
| 7D | -1.0% | +1.6% | -2.5% | -0.8% |
| 30D | +13.7% | -6.2% | +19.9% | +13.2% |
| 3M | +8.0% | +4.3% | +3.7% | +8.8% |
| 6M | +21.0% | -7.2% | +28.2% | +21.4% |
| YTD | +56.2% | -3.0% | +59.3% | +57.5% |
| 1Y | +72.2% | -30.8% | +103.0% | +69.6% |
| 3Y | +118.1% | -43.4% | +161.5% | +114.1% |
| 5Y | +350.3% | -66.7% | +417.0% | +322.2% |
| 10Y | +248.5% | -55.7% | +304.1% | +203.2% |
| All | +61,756.5% | +999.2% | +60,757.3% | +139,152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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