+334.0%
SPGI vs BLDR
+554.2%
-220.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.5% |
| 7D | +1.6% | -1.1% | +2.6% | +1.7% |
| 30D | +16.1% | +19.1% | -3.0% | +11.2% |
| 3M | +15.5% | -12.6% | +28.0% | +18.1% |
| 6M | +19.6% | -18.7% | +38.3% | +23.1% |
| YTD | -3.6% | -38.8% | +35.2% | +4.5% |
| 1Y | +2.2% | -41.2% | +43.4% | +11.5% |
| 3Y | +30.1% | -49.4% | +79.5% | +39.4% |
| 5Y | +14.9% | -6.0% | +20.9% | +0.2% |
| 10Y | +334.0% | +523.1% | -189.1% | +129.9% |
| All | +334.0% | +554.2% | -220.2% | +129.9% |
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