+16.5%
SNPS vs BLDR
+16.0%
+0.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.9% |
| 7D | -5.5% | -0.3% | -5.2% | -5.5% |
| 30D | -5.8% | -16.2% | +10.5% | -1.3% |
| 3M | -17.2% | -14.4% | -2.8% | -14.9% |
| 6M | -10.4% | -32.8% | +22.4% | -1.4% |
| YTD | -16.5% | -39.2% | +22.6% | -6.4% |
| 1Y | -35.6% | -57.7% | +22.0% | -19.0% |
| 3Y | -14.6% | -55.3% | +40.6% | -2.3% |
| 5Y | +16.5% | +15.6% | +0.9% | -15.9% |
| All | +16.5% | +16.0% | +0.5% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling