+979.0%
A vs BLDR
+414.6%
+564.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.1% |
| 7D | -1.9% | -2.8% | +0.9% | -1.5% |
| 30D | +6.9% | -13.3% | +20.2% | +9.5% |
| 3M | +9.2% | -12.3% | +21.5% | +11.2% |
| 6M | +25.7% | -31.5% | +57.1% | +33.0% |
| YTD | +11.5% | -36.1% | +47.6% | +19.1% |
| 1Y | +18.4% | -54.1% | +72.4% | +33.6% |
| 3Y | +26.6% | -55.8% | +82.4% | +40.6% |
| 5Y | -12.8% | +20.7% | -33.5% | -20.0% |
| 10Y | +247.2% | +390.2% | -143.1% | +135.9% |
| All | +979.0% | +414.6% | +564.3% | +437.1% |
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 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