+10.3%
BLDR vs SONY
+8.8%
+1.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.3% | -4.1% |
| 7D | -8.1% | -5.8% | -2.3% | -5.4% |
| 30D | -21.5% | -0.4% | -21.1% | -21.4% |
| 3M | -21.0% | +13.3% | -34.3% | -26.3% |
| 6M | -37.1% | +8.5% | -45.5% | -40.5% |
| YTD | -42.7% | -8.1% | -34.6% | -41.0% |
| 1Y | -58.0% | -17.9% | -40.0% | -54.3% |
| 3Y | -57.8% | +41.4% | -99.3% | -68.3% |
| 5Y | +10.3% | +9.3% | +1.0% | -4.8% |
| All | +10.3% | +8.8% | +1.5% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling