+118.2%
SRE vs BLDR
+383.3%
-265.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.1% |
| 7D | -0.8% | -8.2% | +7.4% | +0.4% |
| 30D | -3.0% | -16.6% | +13.6% | -0.6% |
| 3M | -8.3% | -23.2% | +14.9% | -5.4% |
| 6M | -8.9% | -33.7% | +24.8% | -4.4% |
| YTD | -4.3% | -41.3% | +37.1% | +1.9% |
| 1Y | +2.7% | -58.8% | +61.5% | +15.2% |
| 3Y | +28.7% | -57.5% | +86.1% | +38.3% |
| 5Y | +47.1% | +12.9% | +34.2% | +26.6% |
| All | +118.2% | +383.3% | -265.1% | +46.5% |
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 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