+2.7%
SRE vs BLDR
-57.4%
+60.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -0.8% |
| 7D | -0.8% | -8.2% | +7.4% | -0.7% |
| 30D | -3.0% | -16.6% | +13.6% | -2.6% |
| 3M | -8.3% | -23.2% | +14.9% | -7.7% |
| 6M | -8.9% | -33.7% | +24.8% | -7.8% |
| YTD | -4.3% | -41.3% | +37.1% | -2.8% |
| 1Y | +2.7% | -58.8% | +61.5% | +8.1% |
| All | +2.7% | -57.4% | +60.1% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling