+252.8%
SPOT vs BLDR
+221.3%
+31.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.3% |
| 7D | -3.1% | -8.2% | +5.2% | -1.3% |
| 30D | +7.4% | -16.6% | +24.0% | +11.5% |
| 3M | +8.2% | -23.2% | +31.3% | +13.2% |
| 6M | +2.2% | -33.7% | +36.0% | +9.8% |
| YTD | -9.5% | -41.3% | +31.9% | -0.8% |
| 1Y | -23.8% | -58.8% | +35.0% | -9.9% |
| 3Y | +233.5% | -57.5% | +290.9% | +270.2% |
| 5Y | +112.2% | +12.9% | +99.3% | +79.3% |
| All | +252.8% | +221.3% | +31.5% | +103.8% |
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