+543.3%
SO vs BLDR
+414.6%
+128.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.3% | -0.9% |
| 7D | -0.2% | -2.8% | +2.7% | 0.0% |
| 30D | -4.6% | -13.3% | +8.7% | -3.8% |
| 3M | -3.0% | -12.3% | +9.2% | -2.5% |
| 6M | -8.3% | -31.5% | +23.2% | -6.6% |
| YTD | +3.5% | -36.1% | +39.6% | +5.7% |
| 1Y | -0.9% | -54.1% | +53.2% | +3.1% |
| 3Y | +45.4% | -55.8% | +101.1% | +49.6% |
| 5Y | +59.6% | +20.7% | +38.9% | +52.3% |
| 10Y | +156.6% | +390.2% | -233.6% | +119.3% |
| All | +543.3% | +414.6% | +128.6% | +371.5% |
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