+385.2%
SU vs BLDR
+380.2%
+5.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.0% |
| 7D | +1.6% | -2.7% | +4.3% | +2.0% |
| 30D | +10.7% | -14.7% | +25.4% | +13.6% |
| 3M | +13.5% | -20.8% | +34.3% | +16.8% |
| 6M | +21.8% | -35.3% | +57.2% | +28.7% |
| YTD | +58.8% | -40.3% | +99.2% | +69.4% |
| 1Y | +72.0% | -56.3% | +128.3% | +93.3% |
| 3Y | +121.7% | -56.1% | +177.8% | +139.8% |
| 5Y | +350.4% | +12.9% | +337.5% | +294.5% |
| 10Y | +264.7% | +386.5% | -121.8% | +133.0% |
| All | +385.2% | +380.2% | +5.0% | +140.7% |
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