+11.7%
SPGI vs BLDR
-8.6%
+20.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | -0.1% |
| 7D | +0.3% | -3.7% | +3.9% | +0.9% |
| 30D | +18.4% | +16.8% | +1.6% | +14.7% |
| 3M | +15.7% | -13.7% | +29.4% | +18.3% |
| 6M | +17.3% | -21.9% | +39.1% | +21.1% |
| YTD | -4.7% | -39.2% | +34.5% | +2.1% |
| 1Y | +1.8% | -42.6% | +44.5% | +10.2% |
| 3Y | +31.7% | -50.2% | +81.9% | +37.5% |
| All | +11.7% | -8.6% | +20.4% | -11.2% |
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 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