+215.6%
SMH vs BLDR
-50.7%
+266.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.2% |
| 7D | +4.9% | -3.0% | +7.9% | +5.6% |
| 30D | -13.8% | +20.1% | -33.9% | -18.3% |
| 3M | -17.4% | -17.5% | +0.1% | -14.1% |
| 6M | -15.0% | -16.1% | +1.1% | -12.7% |
| YTD | +35.2% | -41.0% | +76.2% | +50.1% |
| 1Y | +41.6% | -41.6% | +83.2% | +57.2% |
| 3Y | +215.6% | -50.8% | +266.4% | +249.5% |
| All | +215.6% | -50.7% | +266.3% | +249.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling