+967.7%
BX vs SUI
+1,079.0%
-111.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +29.2% |
| YTD | -8.9% | -1.8% | -7.1% | -8.7% |
| 1Y | -16.6% | -4.1% | -12.5% | -15.4% |
| 3Y | +43.3% | +11.3% | +32.1% | +29.2% |
| 5Y | +25.7% | -32.1% | +57.8% | +53.5% |
| 10Y | +689.5% | +110.4% | +579.1% | +352.1% |
| All | +967.7% | +1,079.0% | -111.3% | +73.0% |
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