+19.6%
SW vs BLDR
-55.3%
+74.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.3% |
| 7D | -5.1% | -2.8% | -2.2% | -4.0% |
| 30D | -4.6% | -13.3% | +8.7% | +0.8% |
| 3M | +9.4% | -12.3% | +21.6% | +14.6% |
| 6M | +3.5% | -31.5% | +35.0% | +18.1% |
| YTD | +22.0% | -36.1% | +58.1% | +41.7% |
| 1Y | +2.2% | -54.1% | +56.3% | +31.9% |
| All | +19.6% | -55.3% | +74.9% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling