+12,882.1%
BLK vs SU
+2,518.3%
+10,363.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | -3.3% | +2.2% | -5.5% | -3.9% |
| 30D | -6.5% | +8.4% | -15.0% | -8.8% |
| 3M | +6.7% | +12.1% | -5.3% | +2.7% |
| 6M | +14.7% | +19.7% | -4.9% | +7.5% |
| YTD | +2.5% | +58.4% | -55.9% | -11.7% |
| 1Y | -2.8% | +67.2% | -70.0% | -17.7% |
| 3Y | +65.9% | +125.0% | -59.2% | +26.0% |
| 5Y | +33.0% | +355.1% | -322.1% | -20.9% |
| 10Y | +281.2% | +263.7% | +17.5% | +121.6% |
| All | +12,882.1% | +2,518.3% | +10,363.8% | +6,575.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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