+2,762.1%
SHW vs BLDR
+414.6%
+2,347.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | 0.0% |
| 7D | -3.2% | -2.8% | -0.4% | -2.8% |
| 30D | -9.5% | -13.3% | +3.8% | -7.6% |
| 3M | +11.5% | -12.3% | +23.7% | +13.5% |
| 6M | -3.5% | -31.5% | +27.9% | +1.8% |
| YTD | +3.7% | -36.1% | +39.8% | +10.4% |
| 1Y | -7.9% | -54.1% | +46.2% | +2.8% |
| 3Y | +24.7% | -55.8% | +80.5% | +37.4% |
| 5Y | +13.6% | +20.7% | -7.2% | +7.0% |
| 10Y | +283.0% | +390.2% | -107.3% | +187.3% |
| All | +2,762.1% | +414.6% | +2,347.5% | +1,652.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling