+70.6%
ACWI vs BLDR
-50.4%
+121.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.6% |
| 7D | -2.4% | -3.7% | +1.3% | -1.9% |
| 30D | -5.2% | +16.8% | -22.0% | -7.5% |
| 3M | -4.8% | -13.7% | +8.9% | -3.2% |
| 6M | -1.3% | -21.9% | +20.5% | +1.3% |
| YTD | +8.4% | -39.2% | +47.6% | +14.6% |
| 1Y | +11.0% | -42.6% | +53.7% | +18.3% |
| 3Y | +70.6% | -50.2% | +120.8% | +79.1% |
| All | +70.6% | -50.4% | +121.0% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling