-42.5%
ALB vs BLDR
+16.0%
-58.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +4.4% |
| 7D | -4.4% | -0.3% | -4.1% | -4.5% |
| 30D | -1.2% | -16.2% | +15.0% | +4.9% |
| 3M | -13.3% | -14.4% | +1.1% | -10.5% |
| 6M | -19.8% | -32.8% | +13.0% | -9.8% |
| YTD | -7.9% | -39.2% | +31.2% | +6.6% |
| 1Y | +60.2% | -57.7% | +117.8% | +115.9% |
| 3Y | -26.4% | -55.3% | +28.8% | -9.2% |
| 5Y | -42.5% | +15.6% | -58.1% | -59.0% |
| All | -42.5% | +16.0% | -58.5% | -59.0% |
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