+117.8%
SUI vs BUD
-9.0%
+126.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.0% |
| 7D | +6.2% | +4.5% | +1.8% | +4.9% |
| 30D | +8.6% | +12.5% | -3.9% | +5.0% |
| 3M | +1.0% | 0.0% | +1.0% | +0.9% |
| 6M | -2.6% | +3.8% | -6.4% | -3.8% |
| YTD | -0.1% | +33.1% | -33.2% | -8.3% |
| 1Y | +0.5% | +35.5% | -35.0% | -8.3% |
| 3Y | +15.3% | +49.4% | -34.1% | +0.9% |
| 5Y | -26.1% | +48.0% | -74.2% | -36.1% |
| All | +117.8% | -9.0% | +126.8% | +84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling