+82.6%
SMR vs BLDR
-56.4%
+139.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.5% |
| 7D | +13.1% | -2.7% | +15.8% | +13.9% |
| 30D | +17.8% | -14.7% | +32.5% | +25.7% |
| 3M | +8.1% | -20.8% | +28.9% | +17.6% |
| 6M | -11.1% | -35.3% | +24.2% | +5.3% |
| YTD | -23.7% | -40.3% | +16.6% | -6.2% |
| 1Y | -69.4% | -56.3% | -13.1% | -58.1% |
| All | +82.6% | -56.4% | +139.0% | +98.3% |
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