-14.9%
A vs BLDR
+16.0%
-30.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.2% | -1.3% |
| 7D | -2.1% | -0.3% | -1.7% | -2.0% |
| 30D | +0.6% | -16.2% | +16.8% | +5.3% |
| 3M | +10.9% | -14.4% | +25.3% | +14.5% |
| 6M | +28.2% | -32.8% | +61.0% | +40.7% |
| YTD | +8.6% | -39.2% | +47.7% | +21.7% |
| 1Y | +15.5% | -57.7% | +73.2% | +43.1% |
| 3Y | +31.8% | -55.3% | +87.1% | +52.1% |
| 5Y | -14.9% | +15.6% | -30.5% | -30.4% |
| All | -14.9% | +16.0% | -30.9% | -30.4% |
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