+319.5%
SN vs BLDR
-54.4%
+373.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -1.9% |
| 7D | -9.3% | -2.8% | -6.5% | -8.3% |
| 30D | -4.8% | -13.3% | +8.5% | -0.1% |
| 3M | +40.4% | -12.3% | +52.7% | +45.8% |
| 6M | +50.9% | -31.5% | +82.4% | +69.8% |
| YTD | +54.9% | -36.1% | +91.0% | +75.8% |
| 1Y | +43.0% | -54.1% | +97.1% | +80.2% |
| 3Y | +391.8% | -55.8% | +447.6% | +473.1% |
| All | +319.5% | -54.4% | +373.9% | +393.1% |
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 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