+846.1%
BX vs SUI
+1,099.5%
-253.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.6% |
| 7D | +1.8% | +6.2% | -4.4% | -1.8% |
| 30D | +7.9% | +8.6% | -0.7% | +2.6% |
| 3M | -9.6% | +1.0% | -10.6% | -10.3% |
| 6M | -2.3% | -2.6% | +0.3% | -1.3% |
| YTD | -19.3% | -0.1% | -19.1% | -19.9% |
| 1Y | -13.2% | +0.5% | -13.7% | -14.3% |
| 3Y | +33.8% | +15.3% | +18.5% | +18.4% |
| 5Y | 0.0% | -26.1% | +26.1% | +16.1% |
| 10Y | +685.4% | +117.8% | +567.5% | +341.5% |
| All | +846.1% | +1,099.5% | -253.4% | +51.7% |
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