-2.8%
SUI vs BAM
+84.5%
-87.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +1.4% |
| 7D | +8.8% | +7.9% | +0.8% | +7.0% |
| 30D | +8.9% | +16.0% | -7.1% | +5.5% |
| 3M | +2.0% | +0.6% | +1.4% | +1.6% |
| 6M | -0.6% | +10.5% | -11.1% | -3.3% |
| YTD | +1.3% | +3.2% | -1.9% | -0.2% |
| 1Y | +1.3% | +1.0% | +0.2% | +0.1% |
| 3Y | +16.3% | +84.2% | -68.0% | -7.7% |
| All | -2.8% | +84.5% | -87.3% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling