-41.7%
BLDR vs SM
+72.9%
-114.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.6% | -6.5% | +0.6% |
| 7D | -10.3% | +0.3% | -10.6% | -10.1% |
| 30D | +19.6% | -17.3% | +36.9% | +14.3% |
| 3M | -17.0% | -3.6% | -13.4% | -16.7% |
| 6M | -16.7% | +2.9% | -19.6% | -13.4% |
| YTD | -39.4% | +70.2% | -109.6% | -43.1% |
| 1Y | -41.7% | +66.5% | -108.2% | -44.9% |
| All | -41.7% | +72.9% | -114.6% | -44.9% |
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