-25.1%
SUI vs BUD
+50.9%
-75.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.1% |
| 7D | +8.8% | +7.1% | +1.6% | +6.4% |
| 30D | +8.9% | +12.7% | -3.7% | +5.0% |
| 3M | +2.0% | 0.0% | +2.0% | +1.9% |
| 6M | -0.6% | +7.6% | -8.2% | -3.1% |
| YTD | +1.3% | +35.0% | -33.7% | -8.3% |
| 1Y | +1.3% | +37.6% | -36.3% | -8.9% |
| 3Y | +16.3% | +51.5% | -35.2% | -1.1% |
| 5Y | -25.1% | +50.2% | -75.3% | -37.0% |
| All | -25.1% | +50.9% | -75.9% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling