+365.3%
BLDR vs SONY
+302.4%
+63.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.7% | -2.4% |
| 7D | -0.3% | -5.2% | +4.8% | +2.9% |
| 30D | -16.2% | +0.3% | -16.5% | -16.5% |
| 3M | -14.4% | +6.2% | -20.6% | -18.4% |
| 6M | -32.8% | +9.5% | -42.3% | -37.7% |
| YTD | -39.2% | -8.1% | -31.1% | -37.4% |
| 1Y | -57.7% | -17.9% | -39.8% | -53.7% |
| 3Y | -55.3% | +41.5% | -96.8% | -66.5% |
| 5Y | +15.6% | +11.8% | +3.8% | -1.2% |
| 10Y | +359.8% | +275.4% | +84.4% | +75.7% |
| All | +365.3% | +302.4% | +63.0% | +44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling