+649.4%
SPG vs BLDR
+414.6%
+234.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.6% |
| 7D | -2.4% | -2.8% | +0.5% | -1.7% |
| 30D | -6.8% | -13.3% | +6.4% | -3.8% |
| 3M | +2.7% | -12.3% | +14.9% | +5.0% |
| 6M | +5.5% | -31.5% | +36.9% | +13.9% |
| YTD | +15.7% | -36.1% | +51.8% | +26.2% |
| 1Y | +20.9% | -54.1% | +74.9% | +42.2% |
| 3Y | +112.4% | -55.8% | +168.2% | +142.3% |
| 5Y | +101.4% | +20.7% | +80.6% | +73.7% |
| 10Y | +60.6% | +390.2% | -329.6% | -5.5% |
| All | +649.4% | +414.6% | +234.7% | +112.2% |
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