-4.8%
SLB vs BLDR
+359.8%
-364.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.8% |
| 7D | +0.4% | -0.3% | +0.8% | +0.5% |
| 30D | +13.6% | -16.2% | +29.8% | +19.6% |
| 3M | +1.5% | -14.4% | +15.9% | +4.7% |
| 6M | +23.0% | -32.8% | +55.8% | +36.0% |
| YTD | +51.2% | -39.2% | +90.4% | +72.0% |
| 1Y | +63.5% | -57.7% | +121.2% | +108.0% |
| 3Y | +2.5% | -55.3% | +57.8% | +20.3% |
| 5Y | +139.2% | +15.6% | +123.6% | +82.4% |
| 10Y | -4.8% | +359.8% | -364.6% | -56.1% |
| All | -4.8% | +359.8% | -364.6% | -56.1% |
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