+248.9%
A vs BLDR
+357.1%
-108.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.0% |
| 7D | -4.4% | -2.7% | -1.7% | -3.8% |
| 30D | -2.7% | -14.7% | +12.0% | +0.9% |
| 3M | +7.0% | -20.8% | +27.9% | +12.2% |
| 6M | +24.6% | -35.3% | +60.0% | +36.3% |
| YTD | +7.0% | -40.3% | +47.4% | +18.7% |
| 1Y | +15.6% | -56.3% | +71.9% | +37.6% |
| 3Y | +29.9% | -56.1% | +86.0% | +49.2% |
| 5Y | -15.4% | +12.9% | -28.3% | -24.0% |
| 10Y | +248.9% | +386.5% | -137.6% | +114.1% |
| All | +248.9% | +357.1% | -108.3% | +114.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling