+68.0%
ACWI vs BLDR
+20.2%
+47.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.5% |
| 7D | +0.5% | -2.8% | +3.3% | +1.0% |
| 30D | +0.9% | -13.3% | +14.1% | +3.4% |
| 3M | +2.4% | -12.3% | +14.7% | +4.1% |
| 6M | +12.4% | -31.5% | +43.8% | +19.4% |
| YTD | +15.2% | -36.1% | +51.2% | +23.3% |
| 1Y | +22.7% | -54.1% | +76.8% | +40.0% |
| 3Y | +75.8% | -55.8% | +131.6% | +92.5% |
| All | +68.0% | +20.2% | +47.8% | +32.5% |
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