+576.6%
SPMO vs BLDR
+338.2%
+238.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.4% |
| 7D | +3.4% | -0.3% | +3.7% | +3.4% |
| 30D | +0.5% | -16.2% | +16.7% | +3.5% |
| 3M | +1.9% | -14.4% | +16.3% | +4.0% |
| 6M | +27.8% | -32.8% | +60.6% | +35.5% |
| YTD | +26.7% | -39.2% | +65.8% | +36.0% |
| 1Y | +28.9% | -57.7% | +86.6% | +47.0% |
| 3Y | +160.7% | -55.3% | +215.9% | +185.1% |
| 5Y | +150.2% | +15.6% | +134.6% | +123.7% |
| 10Y | +517.5% | +359.8% | +157.7% | +328.1% |
| All | +576.6% | +338.2% | +238.4% | +363.5% |
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