+528.8%
SIMO vs BLDR
+359.8%
+169.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.9% | +11.0% | +7.2% |
| 7D | +14.6% | -0.3% | +14.9% | +14.6% |
| 30D | +6.2% | -16.2% | +22.4% | +9.9% |
| 3M | +3.6% | -14.4% | +18.0% | +5.8% |
| 6M | +130.8% | -32.8% | +163.6% | +146.2% |
| YTD | +195.8% | -39.2% | +234.9% | +220.0% |
| 1Y | +225.0% | -57.7% | +282.7% | +282.1% |
| 3Y | +452.3% | -55.3% | +507.6% | +513.5% |
| 5Y | +303.6% | +15.6% | +288.0% | +241.0% |
| 10Y | +528.8% | +359.8% | +169.0% | +236.0% |
| All | +528.8% | +359.8% | +169.0% | +236.0% |
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