+716.7%
SRE vs BLDR
+414.6%
+302.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.9% |
| 7D | -0.3% | -2.8% | +2.5% | -0.1% |
| 30D | -0.7% | -13.3% | +12.5% | +0.6% |
| 3M | -6.3% | -12.3% | +5.9% | -5.5% |
| 6M | -10.7% | -31.5% | +20.8% | -7.8% |
| YTD | -3.5% | -36.1% | +32.6% | +0.1% |
| 1Y | +5.3% | -54.1% | +59.4% | +12.9% |
| 3Y | +31.8% | -55.8% | +87.6% | +38.8% |
| 5Y | +47.4% | +20.7% | +26.6% | +36.2% |
| 10Y | +120.6% | +390.2% | -269.7% | +68.6% |
| All | +716.7% | +414.6% | +302.0% | +372.5% |
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