+118.1%
SUI vs BUD
-8.7%
+126.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.4% |
| 7D | +3.0% | +1.3% | +1.7% | +2.6% |
| 30D | +5.6% | +10.0% | -4.5% | +2.8% |
| 3M | +0.9% | +1.6% | -0.7% | +0.4% |
| 6M | -2.6% | +6.5% | -9.1% | -4.5% |
| YTD | -0.1% | +34.8% | -34.9% | -8.6% |
| 1Y | -1.4% | +36.5% | -37.9% | -10.2% |
| 3Y | +19.8% | +49.0% | -29.2% | +5.0% |
| 5Y | -25.8% | +51.7% | -77.4% | -36.2% |
| 10Y | +118.1% | -7.5% | +125.6% | +82.7% |
| All | +118.1% | -8.7% | +126.8% | +82.7% |
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