+286.8%
SMH vs BLDR
-56.4%
+343.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.6% |
| 7D | +4.3% | -2.7% | +7.0% | +5.0% |
| 30D | +0.9% | -14.7% | +15.6% | +4.8% |
| 3M | -2.8% | -20.8% | +18.0% | +2.4% |
| 6M | +45.6% | -35.3% | +81.0% | +60.8% |
| YTD | +59.5% | -40.3% | +99.8% | +78.4% |
| 1Y | +93.4% | -56.3% | +149.7% | +135.0% |
| All | +286.8% | -56.4% | +343.2% | +343.0% |
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