+423.6%
SN vs BLDR
-53.1%
+476.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -2.0% |
| 7D | -9.3% | -2.8% | -6.5% | -8.3% |
| 30D | -4.8% | -13.3% | +8.5% | +0.2% |
| 3M | +40.4% | -12.3% | +52.7% | +46.2% |
| 6M | +50.9% | -31.5% | +82.4% | +71.5% |
| YTD | +54.9% | -36.1% | +91.0% | +77.7% |
| 1Y | +43.0% | -54.1% | +97.1% | +84.5% |
| All | +423.6% | -53.1% | +476.7% | +534.6% |
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