+523.1%
BLDR vs SUI
+117.1%
+405.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.0% |
| 7D | -1.1% | +3.4% | -4.5% | -3.0% |
| 30D | +19.1% | +4.6% | +14.5% | +16.0% |
| 3M | -12.6% | +1.6% | -14.2% | -13.2% |
| 6M | -18.7% | -3.5% | -15.2% | -17.1% |
| YTD | -38.8% | -1.0% | -37.8% | -38.7% |
| 1Y | -41.2% | -1.7% | -39.5% | -40.8% |
| 3Y | -49.4% | +18.4% | -67.7% | -55.9% |
| 5Y | -6.0% | -26.3% | +20.4% | +11.0% |
| 10Y | +523.1% | +123.3% | +399.7% | +460.3% |
| All | +523.1% | +117.1% | +405.9% | +460.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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