+14,604.7%
BLK vs SUI
+1,672.7%
+12,932.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | 0.0% |
| 7D | +3.7% | -1.5% | +5.2% | +4.5% |
| 30D | +13.9% | +3.7% | +10.1% | +11.5% |
| 3M | +3.9% | -0.4% | +4.3% | +3.7% |
| 6M | +13.0% | -2.8% | +15.8% | +13.6% |
| YTD | +16.1% | -1.6% | +17.7% | +15.8% |
| 1Y | +16.8% | -2.1% | +18.8% | +16.7% |
| 3Y | +97.7% | +18.5% | +79.2% | +74.3% |
| 5Y | +42.1% | -26.5% | +68.6% | +57.7% |
| 10Y | +321.3% | +121.6% | +199.7% | +147.9% |
| All | +14,604.7% | +1,672.7% | +12,932.0% | +2,458.6% |
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