+40.5%
ALL vs BLDR
-38.1%
+78.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.3% | -6.4% | +2.8% |
| 7D | +7.5% | +24.4% | -16.8% | +7.5% |
| 30D | +19.7% | +24.9% | -5.2% | +19.6% |
| 3M | +2.9% | -7.8% | +10.7% | +1.8% |
| 6M | +23.5% | -5.8% | +29.3% | +22.3% |
| YTD | +31.1% | -32.5% | +63.6% | +29.9% |
| 1Y | +40.5% | -36.7% | +77.2% | +39.7% |
| All | +40.5% | -38.1% | +78.5% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling