+12.8%
BLDR vs SNY
+9.4%
+3.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | -8.2% | -3.3% | -4.9% | -7.2% |
| 30D | -16.6% | -2.2% | -14.5% | -16.0% |
| 3M | -23.2% | -3.0% | -20.1% | -22.3% |
| 6M | -33.7% | +2.7% | -36.5% | -34.1% |
| YTD | -41.3% | -6.8% | -34.5% | -39.9% |
| 1Y | -58.8% | -5.3% | -53.5% | -58.0% |
| 3Y | -57.5% | -9.8% | -47.7% | -56.7% |
| All | +12.8% | +9.4% | +3.3% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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