+31.2%
SRE vs BLDR
-56.4%
+87.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.4% |
| 7D | +1.5% | -2.7% | +4.2% | +1.6% |
| 30D | +0.8% | -14.7% | +15.5% | +1.8% |
| 3M | -5.8% | -20.8% | +15.0% | -4.6% |
| 6M | -7.8% | -35.3% | +27.5% | -5.3% |
| YTD | -2.4% | -40.3% | +38.0% | +0.6% |
| 1Y | +8.9% | -56.3% | +65.2% | +15.1% |
| All | +31.2% | -56.4% | +87.6% | +29.3% |
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