-1.6%
SW vs BLDR
-3.6%
+2.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.8% | +4.3% | +0.3% |
| 7D | +4.7% | +3.9% | +0.8% | +3.2% |
| 30D | +5.0% | +16.5% | -11.5% | -0.3% |
| 3M | -7.3% | -13.7% | +6.3% | -3.7% |
| 6M | +15.0% | -12.2% | +27.1% | +18.5% |
| YTD | +18.5% | -36.3% | +54.9% | +32.6% |
| 1Y | +27.1% | -41.3% | +68.4% | +45.0% |
| 3Y | +49.3% | -48.3% | +97.7% | +71.6% |
| 5Y | -1.6% | -2.6% | +1.0% | +1.8% |
| All | -1.6% | -3.6% | +2.0% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling