+21.1%
BLDR vs SUI
-32.0%
+53.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.7% |
| 7D | -2.8% | -2.8% | 0.0% | -1.2% |
| 30D | -13.3% | -1.2% | -12.1% | -12.6% |
| 3M | -12.3% | -1.7% | -10.5% | -11.8% |
| 6M | -31.5% | -10.5% | -21.0% | -27.0% |
| YTD | -36.1% | -1.8% | -34.2% | -35.7% |
| 1Y | -54.1% | -4.1% | -50.0% | -53.2% |
| 3Y | -55.8% | +11.3% | -67.0% | -60.0% |
| All | +21.1% | -32.0% | +53.1% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling