+27.0%
ALL vs BLDR
-52.1%
+79.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -1.3% |
| 7D | 0.0% | -2.8% | +2.9% | 0.0% |
| 30D | -1.5% | -13.3% | +11.8% | -1.8% |
| 3M | +23.6% | -12.3% | +35.9% | +23.1% |
| 6M | +22.3% | -31.5% | +53.8% | +22.9% |
| YTD | +26.5% | -36.1% | +62.6% | +26.6% |
| 1Y | +27.0% | -54.1% | +81.1% | +26.9% |
| All | +27.0% | -52.1% | +79.1% | +26.9% |
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