+257.9%
SPOT vs BLDR
-50.7%
+308.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +2.3% |
| 7D | +1.6% | -3.0% | +4.6% | +1.9% |
| 30D | +16.9% | +20.1% | -3.2% | +15.3% |
| 3M | +23.0% | -17.5% | +40.5% | +24.1% |
| 6M | +42.2% | -16.1% | +58.3% | +42.7% |
| YTD | +5.5% | -41.0% | +46.5% | +8.6% |
| 1Y | -5.1% | -41.6% | +36.5% | -2.3% |
| 3Y | +257.9% | -50.8% | +308.7% | +295.3% |
| All | +257.9% | -50.7% | +308.6% | +295.3% |
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