+265.2%
SU vs BN
+265.2%
0.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.4% |
| 7D | +2.2% | -5.2% | +7.4% | +5.2% |
| 30D | +8.4% | -14.5% | +22.9% | +18.0% |
| 3M | +12.1% | -15.0% | +27.1% | +21.9% |
| 6M | +19.7% | -5.4% | +25.1% | +20.1% |
| YTD | +58.4% | -16.4% | +74.8% | +69.2% |
| 1Y | +67.2% | -16.2% | +83.5% | +77.0% |
| 3Y | +125.0% | +67.5% | +57.5% | +40.5% |
| 5Y | +355.1% | +34.1% | +320.9% | +217.9% |
| All | +265.2% | +265.2% | 0.0% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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