-36.7%
BLDR vs SONY
-6.4%
-30.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.2% | +7.1% | +8.6% |
| 7D | +24.4% | +2.9% | +21.5% | +23.4% |
| 30D | +24.9% | +10.2% | +14.7% | +22.2% |
| 3M | -7.8% | +16.1% | -23.9% | -10.7% |
| 6M | -5.8% | +32.1% | -37.9% | -14.1% |
| YTD | -32.5% | +1.4% | -33.8% | -33.0% |
| 1Y | -36.7% | -7.0% | -29.7% | -35.7% |
| All | -36.7% | -6.4% | -30.3% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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