+262.8%
SGI vs BLDR
+383.3%
-120.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | -0.3% |
| 7D | -4.5% | -8.2% | +3.8% | -0.1% |
| 30D | +4.2% | -16.6% | +20.8% | +14.3% |
| 3M | -7.4% | -23.2% | +15.7% | +5.0% |
| 6M | -15.1% | -33.7% | +18.7% | +4.0% |
| YTD | -24.7% | -41.3% | +16.6% | -2.9% |
| 1Y | -21.8% | -58.8% | +37.1% | +20.0% |
| 3Y | +50.0% | -57.5% | +107.5% | +105.6% |
| 5Y | +48.9% | +12.9% | +36.0% | +10.0% |
| All | +262.8% | +383.3% | -120.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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