-42.9%
ACN vs BLDR
+16.0%
-58.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -3.2% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | +1.9% | -16.2% | +18.1% | +5.3% |
| 3M | +3.9% | -14.4% | +18.3% | +5.7% |
| 6M | -15.0% | -32.8% | +17.8% | -9.4% |
| YTD | -31.9% | -39.2% | +7.3% | -26.0% |
| 1Y | -28.5% | -57.7% | +29.2% | -16.2% |
| 3Y | -41.9% | -55.3% | +13.4% | -37.4% |
| 5Y | -42.9% | +15.6% | -58.5% | -57.4% |
| All | -42.9% | +16.0% | -58.8% | -57.4% |
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