+585.1%
SO vs BLDR
+387.6%
+197.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | +0.8% | -10.3% | +11.1% | +1.4% |
| 30D | +7.8% | +19.6% | -11.8% | +6.5% |
| 3M | +2.9% | -17.0% | +19.9% | +3.9% |
| 6M | +2.5% | -16.7% | +19.2% | +3.1% |
| YTD | +10.3% | -39.4% | +49.7% | +12.8% |
| 1Y | +6.4% | -41.7% | +48.1% | +9.0% |
| 3Y | +52.8% | -49.9% | +102.7% | +55.9% |
| 5Y | +78.7% | -7.6% | +86.3% | +73.1% |
| 10Y | +196.3% | +502.3% | -306.0% | +150.6% |
| All | +585.1% | +387.6% | +197.4% | +403.0% |
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