+108.7%
SMR vs BLDR
-51.2%
+159.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.6% | -4.3% | -6.4% |
| 7D | +10.3% | -8.2% | +18.5% | +14.0% |
| 30D | -25.7% | +16.3% | -42.0% | -31.0% |
| 3M | -49.7% | -17.0% | -32.8% | -46.4% |
| 6M | -59.8% | -17.4% | -42.4% | -57.7% |
| YTD | -66.0% | -41.6% | -24.4% | -58.3% |
| 1Y | -81.4% | -43.5% | -37.9% | -77.1% |
| All | +108.7% | -51.2% | +159.8% | +140.2% |
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