+679.5%
BX vs SUI
+104.3%
+575.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.8% |
| 7D | -2.0% | -3.1% | +1.2% | -0.2% |
| 30D | -2.3% | -2.3% | 0.0% | -1.2% |
| 3M | +18.5% | -2.8% | +21.3% | +19.9% |
| 6M | +23.7% | -12.4% | +36.1% | +32.5% |
| YTD | -10.4% | -3.3% | -7.0% | -9.4% |
| 1Y | -19.6% | -5.8% | -13.7% | -17.6% |
| 3Y | +30.8% | +12.5% | +18.3% | +17.8% |
| 5Y | +24.3% | -32.9% | +57.2% | +49.2% |
| 10Y | +679.5% | +104.4% | +575.1% | +538.3% |
| All | +679.5% | +104.3% | +575.1% | +538.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling