+167.8%
SLV vs BLDR
+16.0%
+151.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.3% |
| 7D | +2.5% | -0.3% | +2.8% | +2.5% |
| 30D | +3.3% | -16.2% | +19.5% | +4.8% |
| 3M | -3.6% | -14.4% | +10.8% | -2.7% |
| 6M | -21.8% | -32.8% | +11.0% | -19.5% |
| YTD | -7.8% | -39.2% | +31.3% | -4.2% |
| 1Y | +58.3% | -57.7% | +116.0% | +68.2% |
| 3Y | +182.6% | -55.3% | +237.8% | +195.2% |
| 5Y | +167.8% | +15.6% | +152.2% | +148.5% |
| All | +167.8% | +16.0% | +151.8% | +148.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling