+5.1%
SPGI vs BLDR
+16.0%
-10.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -2.3% |
| 7D | -2.5% | -0.3% | -2.1% | -2.4% |
| 30D | +5.4% | -16.2% | +21.6% | +8.7% |
| 3M | +9.0% | -14.4% | +23.5% | +11.1% |
| 6M | +0.8% | -32.8% | +33.6% | +7.2% |
| YTD | -12.6% | -39.2% | +26.6% | -6.0% |
| 1Y | -16.1% | -57.7% | +41.6% | -2.9% |
| 3Y | +19.0% | -55.3% | +74.3% | +28.3% |
| 5Y | +5.1% | +15.6% | -10.6% | -15.7% |
| All | +5.1% | +16.0% | -10.9% | -15.7% |
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