+121.2%
SUI vs BTG
+164.8%
-43.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.0% |
| 7D | -1.5% | -9.1% | +7.6% | -0.7% |
| 30D | +3.7% | -1.6% | +5.3% | +3.7% |
| 3M | -0.4% | -2.8% | +2.4% | -0.5% |
| 6M | -2.8% | -7.6% | +4.8% | -2.8% |
| YTD | -1.6% | +10.2% | -11.8% | -3.9% |
| 1Y | -2.1% | +21.3% | -23.3% | -5.3% |
| 3Y | +18.5% | +82.7% | -64.2% | +8.0% |
| 5Y | -26.5% | +30.8% | -57.3% | -31.9% |
| All | +121.2% | +164.8% | -43.6% | +97.0% |
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