-54.1%
BLDR vs SM
+36.8%
-90.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +1.9% |
| 7D | -2.8% | -0.5% | -2.4% | -2.9% |
| 30D | -13.3% | +25.6% | -38.8% | -9.0% |
| 3M | -12.3% | +8.0% | -20.3% | -8.6% |
| 6M | -31.5% | +50.8% | -82.3% | -30.1% |
| YTD | -36.1% | +97.9% | -133.9% | -38.1% |
| 1Y | -54.1% | +33.8% | -87.9% | -54.9% |
| All | -54.1% | +36.8% | -90.8% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling