+755.0%
SW vs BLDR
+1,045.3%
-290.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +1.1% |
| 7D | -5.1% | -2.8% | -2.2% | -4.9% |
| 30D | -4.6% | -13.3% | +8.7% | -3.9% |
| 3M | +9.4% | -12.3% | +21.6% | +10.2% |
| 6M | +3.5% | -31.5% | +35.0% | +5.5% |
| YTD | +22.0% | -36.1% | +58.1% | +24.7% |
| 1Y | +2.2% | -54.1% | +56.3% | +5.9% |
| 3Y | +19.6% | -55.8% | +75.4% | +23.6% |
| 5Y | -2.3% | +20.7% | -23.1% | -1.9% |
| 10Y | +181.4% | +390.2% | -208.9% | +174.1% |
| All | +755.0% | +1,045.3% | -290.3% | +817.2% |
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