+264.0%
SPOT vs BLDR
+250.1%
+13.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.5% | -5.7% | -3.7% |
| 7D | -0.9% | -2.8% | +1.9% | -0.4% |
| 30D | +12.5% | -13.3% | +25.8% | +15.7% |
| 3M | +9.9% | -12.3% | +22.2% | +11.6% |
| 6M | +1.6% | -31.5% | +33.0% | +8.4% |
| YTD | -6.6% | -36.1% | +29.5% | +0.5% |
| 1Y | -22.9% | -54.1% | +31.1% | -11.0% |
| 3Y | +244.3% | -55.8% | +300.0% | +279.6% |
| 5Y | +117.8% | +20.7% | +97.1% | +81.4% |
| All | +264.0% | +250.1% | +13.9% | +106.5% |
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