+123.3%
SUI vs BUD
-4.3%
+127.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +3.4% | +6.0% | -2.6% | +1.7% |
| 30D | +4.6% | +11.3% | -6.7% | +1.5% |
| 3M | +1.6% | +3.6% | -2.0% | +0.5% |
| 6M | -3.5% | +7.7% | -11.2% | -5.6% |
| YTD | -1.0% | +36.4% | -37.4% | -9.7% |
| 1Y | -1.7% | +37.8% | -39.6% | -10.7% |
| 3Y | +18.4% | +51.2% | -32.9% | +3.3% |
| 5Y | -26.3% | +53.4% | -79.7% | -36.8% |
| 10Y | +123.3% | -3.2% | +126.5% | +85.0% |
| All | +123.3% | -4.3% | +127.6% | +85.0% |
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