+583.7%
SO vs BLDR
+392.3%
+191.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.6% | +4.7% | +0.4% |
| 7D | -0.1% | -1.1% | +1.0% | -0.1% |
| 30D | +8.7% | +19.1% | -10.4% | +7.4% |
| 3M | +3.4% | -12.6% | +15.9% | +4.0% |
| 6M | +3.7% | -18.7% | +22.4% | +4.5% |
| YTD | +10.0% | -38.8% | +48.9% | +12.5% |
| 1Y | +6.6% | -41.2% | +47.8% | +9.1% |
| 3Y | +52.5% | -49.4% | +101.9% | +55.5% |
| 5Y | +76.1% | -6.0% | +82.0% | +70.4% |
| 10Y | +194.9% | +523.1% | -328.2% | +148.9% |
| All | +583.7% | +392.3% | +191.4% | +401.6% |
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 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