+1,817.6%
SMH vs BLDR
+383.3%
+1,434.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.7% |
| 7D | +0.3% | -8.2% | +8.5% | +2.9% |
| 30D | -2.8% | -16.6% | +13.8% | +2.5% |
| 3M | -6.7% | -23.2% | +16.4% | 0.0% |
| 6M | +41.8% | -33.7% | +75.5% | +58.2% |
| YTD | +57.9% | -41.3% | +99.2% | +81.3% |
| 1Y | +87.6% | -58.8% | +146.5% | +139.5% |
| 3Y | +282.9% | -57.5% | +340.4% | +358.6% |
| 5Y | +330.4% | +12.9% | +317.5% | +265.4% |
| All | +1,817.6% | +383.3% | +1,434.3% | +927.6% |
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