-7.7%
SUI vs BTG
+29.1%
-36.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.4% |
| 7D | -4.3% | +2.4% | -6.7% | -4.3% |
| 30D | -2.1% | +9.5% | -11.6% | -2.3% |
| 3M | -6.1% | +38.5% | -44.6% | -6.7% |
| 6M | -12.8% | +5.6% | -18.4% | -12.7% |
| YTD | -4.6% | +23.9% | -28.6% | -4.8% |
| 1Y | -7.7% | +32.1% | -39.8% | -9.7% |
| All | -7.7% | +29.1% | -36.8% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling