+189.7%
SW vs BLDR
+643.3%
-453.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.3% | -5.2% | +2.2% |
| 7D | +12.1% | +24.4% | -12.3% | +7.1% |
| 30D | +6.6% | +24.9% | -18.4% | +1.6% |
| 3M | -6.0% | -7.8% | +1.8% | -4.8% |
| 6M | +21.5% | -5.8% | +27.2% | +22.4% |
| YTD | +20.3% | -32.5% | +52.8% | +28.4% |
| 1Y | +28.1% | -36.7% | +64.8% | +38.1% |
| 3Y | +51.6% | -45.2% | +96.8% | +65.2% |
| 5Y | -0.1% | +6.3% | -6.4% | -1.6% |
| All | +189.7% | +643.3% | -453.6% | +129.0% |
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