+63.7%
SPG vs BLDR
+357.1%
-293.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.8% |
| 7D | -1.7% | -2.7% | +1.0% | -0.8% |
| 30D | -6.3% | -14.7% | +8.4% | -1.3% |
| 3M | -2.4% | -20.8% | +18.4% | +4.2% |
| 6M | +9.6% | -35.3% | +45.0% | +24.6% |
| YTD | +14.2% | -40.3% | +54.5% | +31.9% |
| 1Y | +19.3% | -56.3% | +75.6% | +53.3% |
| 3Y | +106.7% | -56.1% | +162.8% | +145.4% |
| 5Y | +104.2% | +12.9% | +91.3% | +51.8% |
| 10Y | +63.7% | +386.5% | -322.8% | -34.1% |
| All | +63.7% | +357.1% | -293.4% | -34.1% |
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