+3,365.1%
SIMO vs BLDR
+388.9%
+2,976.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.5% | +6.2% | +8.2% |
| 7D | +4.2% | -2.8% | +7.1% | +4.8% |
| 30D | +4.1% | -13.3% | +17.4% | +6.5% |
| 3M | -12.9% | -12.3% | -0.6% | -11.5% |
| 6M | +110.3% | -31.5% | +141.8% | +121.8% |
| YTD | +178.6% | -36.1% | +214.6% | +195.5% |
| 1Y | +220.0% | -54.1% | +274.1% | +260.3% |
| 3Y | +409.0% | -55.8% | +464.8% | +459.7% |
| 5Y | +277.3% | +20.7% | +256.6% | +235.3% |
| 10Y | +506.6% | +390.2% | +116.4% | +286.4% |
| All | +3,365.1% | +388.9% | +2,976.2% | +1,517.8% |
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