+1,791.4%
SUI vs BUD
+201.1%
+1,590.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.8% | +0.3% | -3.1% | -2.9% |
| 30D | -1.2% | -5.7% | +4.5% | +0.7% |
| 3M | -1.7% | +3.1% | -4.9% | -2.9% |
| 6M | -10.5% | +7.9% | -18.3% | -13.1% |
| YTD | -1.8% | +27.3% | -29.2% | -10.0% |
| 1Y | -4.1% | +37.8% | -41.9% | -14.5% |
| 3Y | +11.3% | +49.8% | -38.6% | -5.3% |
| 5Y | -32.1% | +43.8% | -75.9% | -42.4% |
| 10Y | +110.4% | -22.6% | +133.1% | +107.7% |
| All | +1,791.4% | +201.1% | +1,590.3% | +818.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling