+73.9%
ACWI vs BLDR
-50.7%
+124.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +2.4% | -3.0% | +5.4% | +2.8% |
| 30D | -1.7% | +20.1% | -21.8% | -4.5% |
| 3M | -3.9% | -17.5% | +13.6% | -1.7% |
| 6M | +0.8% | -16.1% | +16.9% | +2.3% |
| YTD | +11.0% | -41.0% | +52.1% | +17.9% |
| 1Y | +13.1% | -41.6% | +54.7% | +20.0% |
| 3Y | +73.9% | -50.8% | +124.7% | +83.7% |
| All | +73.9% | -50.7% | +124.6% | +83.7% |
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