+111.1%
SPOT vs BLDR
+12.1%
+98.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.6% |
| 7D | -6.5% | -2.7% | -3.8% | -5.9% |
| 30D | +2.2% | -14.7% | +16.9% | +5.9% |
| 3M | +5.4% | -20.8% | +26.2% | +9.9% |
| 6M | -4.0% | -35.3% | +31.3% | +4.8% |
| YTD | -9.9% | -40.3% | +30.4% | -0.5% |
| 1Y | -27.3% | -56.3% | +29.0% | -12.9% |
| 3Y | +236.4% | -56.1% | +292.5% | +263.9% |
| All | +111.1% | +12.1% | +98.9% | +43.6% |
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