+230.9%
SPOT vs BLDR
-58.1%
+289.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +0.1% |
| 7D | -6.9% | -8.1% | +1.3% | -6.2% |
| 30D | +4.1% | -21.5% | +25.6% | +6.1% |
| 3M | +3.7% | -21.0% | +24.7% | +5.2% |
| 6M | -1.6% | -37.1% | +35.4% | +1.8% |
| YTD | -10.2% | -42.7% | +32.5% | -6.5% |
| 1Y | -25.9% | -58.0% | +32.1% | -20.5% |
| All | +230.9% | -58.1% | +289.0% | +247.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling