+2,101.2%
SIMO vs BLDR
+364.8%
+1,736.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.5% | +8.7% | +5.0% |
| 7D | -22.0% | -3.7% | -18.3% | -21.8% |
| 30D | -43.0% | +16.8% | -59.8% | -45.2% |
| 3M | -39.1% | -13.7% | -25.4% | -38.3% |
| 6M | -33.3% | -21.9% | -11.4% | -31.7% |
| YTD | +77.0% | -39.2% | +116.2% | +87.5% |
| 1Y | +73.0% | -42.6% | +115.7% | +85.0% |
| 3Y | +215.7% | -50.2% | +265.9% | +236.9% |
| 5Y | +155.6% | -7.0% | +162.6% | +136.3% |
| 10Y | +388.4% | +584.2% | -195.9% | +190.9% |
| All | +2,101.2% | +364.8% | +1,736.5% | +926.4% |
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