+182.7%
SW vs BLDR
+568.9%
-386.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | 0.0% |
| 7D | +2.3% | -3.7% | +6.0% | +3.0% |
| 30D | +6.8% | +16.8% | -10.0% | +3.2% |
| 3M | -5.2% | -13.7% | +8.6% | -2.7% |
| 6M | +7.4% | -21.9% | +29.3% | +12.2% |
| YTD | +17.4% | -39.2% | +56.6% | +27.9% |
| 1Y | +27.1% | -42.6% | +69.7% | +39.7% |
| 3Y | +47.9% | -50.2% | +98.1% | +64.4% |
| 5Y | -2.6% | -7.0% | +4.4% | -1.7% |
| All | +182.7% | +568.9% | -386.2% | +128.1% |
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 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