+154.8%
SO vs BLDR
+372.1%
-217.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.3% | -0.3% |
| 7D | -1.1% | -8.1% | +7.0% | -0.4% |
| 30D | -3.7% | -21.5% | +17.7% | -1.6% |
| 3M | -5.9% | -21.0% | +15.1% | -4.2% |
| 6M | -7.3% | -37.1% | +29.7% | -3.9% |
| YTD | +3.1% | -42.7% | +45.8% | +7.6% |
| 1Y | -1.0% | -58.0% | +57.0% | +6.4% |
| 3Y | +43.2% | -57.8% | +101.1% | +49.9% |
| 5Y | +59.1% | +10.3% | +48.8% | +42.7% |
| All | +154.8% | +372.1% | -217.4% | +97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling