+14.2%
SUI vs BTG
+107.1%
-92.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | -2.8% | -0.9% | -1.9% | -2.8% |
| 30D | -1.2% | +36.8% | -38.0% | -3.5% |
| 3M | -1.7% | +23.1% | -24.8% | -3.4% |
| 6M | -10.5% | +3.5% | -13.9% | -10.9% |
| YTD | -1.8% | +25.5% | -27.3% | -4.6% |
| 1Y | -4.1% | +40.1% | -44.2% | -8.7% |
| All | +14.2% | +107.1% | -92.9% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling