+147.8%
SW vs BLDR
+382.3%
-234.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.8% |
| 7D | -5.1% | -2.8% | -2.2% | -4.6% |
| 30D | -4.6% | -13.3% | +8.7% | -1.9% |
| 3M | +9.4% | -12.3% | +21.6% | +12.1% |
| 6M | +3.5% | -31.5% | +35.0% | +10.8% |
| YTD | +22.0% | -36.1% | +58.1% | +31.9% |
| 1Y | +2.2% | -54.1% | +56.3% | +16.5% |
| 3Y | +19.6% | -55.8% | +75.4% | +34.4% |
| 5Y | -2.3% | +20.7% | -23.1% | -4.4% |
| All | +147.8% | +382.3% | -234.5% | +95.6% |
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