+265.2%
SU vs BTI
+73.8%
+191.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +2.2% | -0.2% | +2.4% | +2.3% |
| 30D | +8.4% | -1.1% | +9.5% | +8.9% |
| 3M | +12.1% | -8.8% | +20.9% | +15.9% |
| 6M | +19.7% | -4.0% | +23.6% | +20.1% |
| YTD | +58.4% | +0.4% | +58.1% | +55.2% |
| 1Y | +67.2% | +1.9% | +65.3% | +62.3% |
| 3Y | +125.0% | +108.5% | +16.5% | +48.3% |
| 5Y | +355.1% | +118.5% | +236.5% | +190.2% |
| All | +265.2% | +73.8% | +191.4% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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