+227.1%
ACWI vs BLDR
+518.5%
-291.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.3% |
| 7D | -0.7% | -10.3% | +9.6% | +1.4% |
| 30D | -2.0% | +19.6% | -21.6% | -5.9% |
| 3M | -2.2% | -17.0% | +14.8% | +0.8% |
| 6M | +1.9% | -16.7% | +18.6% | +4.0% |
| YTD | +12.0% | -39.4% | +51.4% | +20.9% |
| 1Y | +12.5% | -41.7% | +54.2% | +22.2% |
| 3Y | +75.4% | -49.9% | +125.3% | +88.2% |
| 5Y | +61.5% | -7.6% | +69.1% | +45.4% |
| 10Y | +227.1% | +502.3% | -275.2% | +91.8% |
| All | +227.1% | +518.5% | -291.3% | +91.8% |
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