+743.1%
SW vs BLDR
+1,109.9%
-366.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.3% | -5.2% | +3.6% |
| 7D | +12.1% | +24.4% | -12.3% | +10.7% |
| 30D | +6.6% | +24.9% | -18.4% | +5.2% |
| 3M | -6.0% | -7.8% | +1.8% | -5.7% |
| 6M | +21.5% | -5.8% | +27.2% | +21.8% |
| YTD | +20.3% | -32.5% | +52.8% | +22.5% |
| 1Y | +28.1% | -36.7% | +64.8% | +30.8% |
| 3Y | +51.6% | -45.2% | +96.8% | +55.4% |
| 5Y | -0.1% | +6.3% | -6.4% | +0.3% |
| 10Y | +189.7% | +660.4% | -470.7% | +180.9% |
| All | +743.1% | +1,109.9% | -366.8% | +801.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling