+389.2%
BLDR vs SUI
+1,012.2%
-623.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.8% |
| 7D | -2.8% | -2.8% | 0.0% | -0.5% |
| 30D | -13.3% | -1.2% | -12.1% | -12.4% |
| 3M | -12.3% | -1.7% | -10.5% | -11.6% |
| 6M | -31.5% | -10.5% | -21.0% | -25.3% |
| YTD | -36.1% | -1.8% | -34.2% | -35.8% |
| 1Y | -54.1% | -4.1% | -50.0% | -53.0% |
| 3Y | -55.8% | +11.3% | -67.0% | -61.9% |
| 5Y | +20.7% | -32.1% | +52.8% | +55.4% |
| 10Y | +390.2% | +110.4% | +279.8% | +103.3% |
| All | +389.2% | +1,012.2% | -623.0% | -67.3% |
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