+59.5%
ACWI vs BLDR
-11.6%
+71.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.1% |
| 7D | +2.7% | -8.2% | +10.9% | +4.2% |
| 30D | -2.6% | +16.3% | -18.9% | -5.8% |
| 3M | -3.2% | -17.0% | +13.8% | -0.4% |
| 6M | +1.9% | -17.4% | +19.3% | +4.0% |
| YTD | +11.3% | -41.6% | +52.9% | +20.6% |
| 1Y | +11.7% | -43.5% | +55.2% | +21.5% |
| 3Y | +74.4% | -51.6% | +126.0% | +85.3% |
| 5Y | +59.5% | -11.6% | +71.1% | +32.6% |
| All | +59.5% | -11.6% | +71.1% | +32.6% |
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