+134.7%
SLB vs BLDR
+414.6%
-279.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.3% |
| 7D | +0.8% | -2.8% | +3.7% | +1.4% |
| 30D | +15.8% | -13.3% | +29.1% | +18.7% |
| 3M | -0.3% | -12.3% | +11.9% | +1.2% |
| 6M | +21.3% | -31.5% | +52.8% | +28.7% |
| YTD | +52.3% | -36.1% | +88.4% | +63.4% |
| 1Y | +63.6% | -54.1% | +117.7% | +86.3% |
| 3Y | +3.8% | -55.8% | +59.5% | +15.7% |
| 5Y | +128.6% | +20.7% | +107.9% | +103.9% |
| 10Y | -3.1% | +390.2% | -393.3% | -35.4% |
| All | +134.7% | +414.6% | -279.9% | +17.3% |
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