+43.4%
BLK vs SUI
-27.1%
+70.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.7% |
| 7D | +0.2% | -2.4% | +2.6% | +1.2% |
| 30D | +13.1% | +3.3% | +9.8% | +11.3% |
| 3M | +7.3% | +0.7% | +6.6% | +6.6% |
| 6M | +14.6% | -4.1% | +18.8% | +16.0% |
| YTD | +16.5% | -1.8% | +18.3% | +16.3% |
| 1Y | +15.4% | -4.1% | +19.4% | +16.4% |
| 3Y | +97.2% | +17.4% | +79.8% | +74.2% |
| 5Y | +43.4% | -27.0% | +70.4% | +61.8% |
| All | +43.4% | -27.1% | +70.5% | +61.8% |
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