+123.3%
SUI vs BTG
+144.7%
-21.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +3.4% | +13.0% | -9.6% | +2.4% |
| 30D | +4.6% | +1.1% | +3.5% | +4.4% |
| 3M | +1.6% | +5.3% | -3.7% | +0.9% |
| 6M | -3.5% | +1.1% | -4.5% | -4.2% |
| YTD | -1.0% | +19.2% | -20.2% | -3.9% |
| 1Y | -1.7% | +31.5% | -33.2% | -5.6% |
| 3Y | +18.4% | +94.3% | -75.9% | +7.4% |
| 5Y | -26.3% | +41.8% | -68.1% | -32.2% |
| 10Y | +123.3% | +162.9% | -39.6% | +98.2% |
| All | +123.3% | +144.7% | -21.4% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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