+148.2%
SPMO vs BLDR
+7.7%
+140.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -1.1% |
| 7D | +0.1% | -8.1% | +8.2% | +1.6% |
| 30D | -0.7% | -21.5% | +20.8% | +3.6% |
| 3M | +2.8% | -21.0% | +23.8% | +6.6% |
| 6M | +24.4% | -37.1% | +61.5% | +34.0% |
| YTD | +24.2% | -42.7% | +66.9% | +35.3% |
| 1Y | +24.5% | -58.0% | +82.4% | +43.6% |
| 3Y | +155.6% | -57.8% | +213.4% | +181.7% |
| 5Y | +148.2% | +10.3% | +137.9% | +102.0% |
| All | +148.2% | +7.7% | +140.5% | +102.0% |
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 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