+324.2%
SMH vs BLDR
+7.7%
+316.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.9% | +1.5% | -1.1% |
| 7D | +1.4% | -8.1% | +9.5% | +4.2% |
| 30D | -2.2% | -21.5% | +19.3% | +5.7% |
| 3M | -1.9% | -21.0% | +19.1% | +4.8% |
| 6M | +41.0% | -37.1% | +78.1% | +61.8% |
| YTD | +55.6% | -42.7% | +98.3% | +82.4% |
| 1Y | +86.8% | -58.0% | +144.8% | +143.5% |
| 3Y | +277.7% | -57.8% | +335.5% | +351.9% |
| 5Y | +324.2% | +10.3% | +313.9% | +200.0% |
| All | +324.2% | +7.7% | +316.4% | +200.0% |
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 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