+376.5%
BLDR vs SONY
+293.1%
+83.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.5% |
| 7D | -8.2% | -2.7% | -5.6% | -6.8% |
| 30D | -16.6% | +1.5% | -18.2% | -17.4% |
| 3M | -23.2% | +13.0% | -36.2% | -28.7% |
| 6M | -33.7% | +11.2% | -45.0% | -38.7% |
| YTD | -41.3% | -6.6% | -34.7% | -40.1% |
| 1Y | -58.8% | -18.1% | -40.7% | -55.0% |
| 3Y | -57.5% | +42.1% | -99.5% | -67.8% |
| 5Y | +12.9% | +11.0% | +1.9% | -2.7% |
| All | +376.5% | +293.1% | +83.4% | +104.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling