+2,226.3%
SIMO vs BLDR
+390.2%
+1,836.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.5% | +0.2% | +4.7% |
| 7D | -8.5% | -2.7% | -5.7% | -8.3% |
| 30D | -34.8% | +24.8% | -59.6% | -38.0% |
| 3M | -32.8% | -11.7% | -21.2% | -32.1% |
| 6M | -32.0% | -14.8% | -17.3% | -31.4% |
| YTD | +87.0% | -35.9% | +122.9% | +96.3% |
| 1Y | +86.1% | -39.7% | +125.8% | +97.3% |
| 3Y | +226.4% | -45.6% | +272.0% | +242.8% |
| 5Y | +172.1% | -2.5% | +174.7% | +149.5% |
| 10Y | +408.0% | +597.4% | -189.3% | +201.6% |
| All | +2,226.3% | +390.2% | +1,836.1% | +974.7% |
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