+450.0%
SN vs BLDR
-50.7%
+500.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.5% |
| 7D | +1.5% | -3.0% | +4.5% | +2.7% |
| 30D | +21.5% | +20.1% | +1.4% | +12.5% |
| 3M | +20.0% | -17.5% | +37.6% | +27.7% |
| 6M | +119.9% | -16.1% | +136.0% | +130.4% |
| YTD | +102.3% | -41.0% | +143.3% | +137.1% |
| 1Y | +148.0% | -41.6% | +189.6% | +191.3% |
| 3Y | +450.0% | -50.8% | +500.8% | +550.1% |
| All | +450.0% | -50.7% | +500.7% | +550.1% |
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