+77.9%
SPG vs BLDR
-7.5%
+85.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +2.0% |
| 7D | +4.9% | -3.7% | +8.6% | +5.6% |
| 30D | +15.6% | +16.8% | -1.2% | +10.6% |
| 3M | +4.1% | -13.7% | +17.8% | +7.1% |
| 6M | +13.6% | -21.9% | +35.4% | +18.7% |
| YTD | +27.5% | -39.2% | +66.8% | +40.4% |
| 1Y | +32.2% | -42.6% | +74.9% | +47.6% |
| 3Y | +126.0% | -50.2% | +176.2% | +144.3% |
| All | +77.9% | -7.5% | +85.4% | +35.1% |
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 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