+77.0%
SO vs BLDR
-8.6%
+85.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -0.9% |
| 7D | -1.5% | -3.7% | +2.2% | -1.3% |
| 30D | +8.1% | +16.8% | -8.7% | +7.3% |
| 3M | +0.2% | -13.7% | +14.0% | +0.6% |
| 6M | +0.4% | -21.9% | +22.2% | +1.1% |
| YTD | +8.5% | -39.2% | +47.7% | +10.1% |
| 1Y | +4.9% | -42.6% | +47.6% | +6.8% |
| 3Y | +47.9% | -50.2% | +98.1% | +48.6% |
| All | +77.0% | -8.6% | +85.7% | +59.6% |
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 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