+748.9%
SPG vs BLDR
+387.6%
+361.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.3% |
| 7D | +2.7% | -10.3% | +13.0% | +5.4% |
| 30D | +16.6% | +19.6% | -3.0% | +11.0% |
| 3M | +8.1% | -17.0% | +25.1% | +12.2% |
| 6M | +19.3% | -16.7% | +36.1% | +22.6% |
| YTD | +31.1% | -39.4% | +70.5% | +43.8% |
| 1Y | +32.8% | -41.7% | +74.5% | +46.7% |
| 3Y | +135.8% | -49.9% | +185.6% | +159.9% |
| 5Y | +85.1% | -7.6% | +92.7% | +69.5% |
| 10Y | +115.9% | +502.3% | -386.4% | +21.3% |
| All | +748.9% | +387.6% | +361.3% | +142.0% |
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