+145.8%
SITM vs BLDR
-57.4%
+203.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.2% | +5.1% |
| 7D | +3.9% | -8.2% | +12.1% | +5.3% |
| 30D | -6.6% | -16.6% | +10.0% | -3.8% |
| 3M | -11.9% | -23.2% | +11.3% | -8.2% |
| 6M | +81.1% | -33.7% | +114.9% | +93.1% |
| YTD | +80.0% | -41.3% | +121.3% | +89.9% |
| 1Y | +145.8% | -58.8% | +204.6% | +186.4% |
| All | +145.8% | -57.4% | +203.2% | +186.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling