+27.6%
BX vs SUI
-32.0%
+59.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -4.4% | -2.8% | -1.6% | -2.7% |
| 30D | +0.1% | -1.2% | +1.3% | +0.6% |
| 3M | +16.0% | -1.7% | +17.8% | +16.6% |
| 6M | +21.6% | -10.5% | +32.1% | +29.6% |
| YTD | -8.9% | -1.8% | -7.1% | -8.8% |
| 1Y | -16.6% | -4.1% | -12.5% | -15.4% |
| 3Y | +43.3% | +11.3% | +32.1% | +25.5% |
| All | +27.6% | -32.0% | +59.6% | +65.3% |
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 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