+365.0%
BLDR vs SUI
+1,031.6%
-666.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.1% | -3.3% |
| 7D | -3.7% | +6.2% | -9.9% | -8.2% |
| 30D | +16.8% | +8.6% | +8.2% | +9.2% |
| 3M | -13.7% | +1.0% | -14.7% | -14.3% |
| 6M | -21.9% | -2.6% | -19.3% | -20.6% |
| YTD | -39.2% | -0.1% | -39.1% | -39.7% |
| 1Y | -42.6% | +0.5% | -43.1% | -43.4% |
| 3Y | -50.2% | +15.3% | -65.5% | -58.1% |
| 5Y | -7.0% | -26.1% | +19.2% | +11.7% |
| 10Y | +584.2% | +117.8% | +466.4% | +176.8% |
| All | +365.0% | +1,031.6% | -666.5% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling