+28.7%
SW vs BLDR
-42.7%
+71.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +2.6% |
| 7D | +2.2% | -1.1% | +3.2% | +2.2% |
| 30D | +7.4% | +19.1% | -11.6% | -2.9% |
| 3M | -5.9% | -12.6% | +6.6% | -0.4% |
| 6M | +9.0% | -18.7% | +27.7% | +18.5% |
| YTD | +18.1% | -38.8% | +57.0% | +41.4% |
| 1Y | +28.7% | -41.2% | +69.9% | +56.4% |
| All | +28.7% | -42.7% | +71.4% | +56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling