-3.6%
SMR vs BLDR
-14.0%
+10.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.4% |
| 7D | +4.4% | -2.8% | +7.3% | +5.4% |
| 30D | +3.4% | -13.3% | +16.7% | +8.6% |
| 3M | -19.2% | -12.3% | -6.9% | -16.4% |
| 6M | -22.6% | -31.5% | +8.8% | -13.1% |
| YTD | -31.5% | -36.1% | +4.5% | -21.1% |
| 1Y | -73.1% | -54.1% | -19.0% | -66.2% |
| 3Y | +55.0% | -55.8% | +110.7% | +90.8% |
| All | -3.6% | -14.0% | +10.4% | +1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling