+183.3%
SW vs BLDR
+602.6%
-419.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -0.9% |
| 7D | +1.8% | -2.7% | +4.5% | +2.2% |
| 30D | +7.0% | +24.8% | -17.8% | +2.1% |
| 3M | -7.6% | -11.7% | +4.0% | -5.7% |
| 6M | +8.5% | -14.8% | +23.3% | +11.4% |
| YTD | +17.7% | -35.9% | +53.5% | +26.8% |
| 1Y | +27.1% | -39.7% | +66.8% | +38.2% |
| 3Y | +48.2% | -45.6% | +93.8% | +62.2% |
| 5Y | -2.3% | -2.5% | +0.2% | -2.5% |
| 10Y | +183.3% | +597.4% | -414.0% | +121.8% |
| All | +183.3% | +602.6% | -419.2% | +121.8% |
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