+15.7%
A vs BLDR
-6.1%
+21.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -0.1% |
| 7D | +1.4% | -1.1% | +2.4% | +1.5% |
| 30D | +4.3% | +19.1% | -14.8% | -1.4% |
| 3M | +19.8% | -12.6% | +32.4% | +22.9% |
| 6M | +54.4% | -18.7% | +73.1% | +60.0% |
| YTD | +31.7% | -38.8% | +70.5% | +46.2% |
| 1Y | +22.4% | -41.2% | +63.7% | +37.2% |
| 3Y | +67.7% | -49.4% | +117.1% | +85.5% |
| 5Y | +15.7% | -6.0% | +21.7% | -2.6% |
| All | +15.7% | -6.1% | +21.8% | -2.6% |
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