+0.8%
SUI vs BUD
+38.4%
-37.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.0% | +4.1% |
| 7D | +10.0% | +3.3% | +6.7% | +8.8% |
| 30D | +8.4% | +11.8% | -3.4% | +4.9% |
| 3M | +0.7% | -1.1% | +1.7% | +0.7% |
| 6M | -0.9% | +14.9% | -15.8% | -4.7% |
| YTD | +0.6% | +32.6% | -31.9% | -9.9% |
| 1Y | +0.8% | +37.2% | -36.4% | -10.6% |
| All | +0.8% | +38.4% | -37.6% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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