+364.6%
ALL vs BLDR
+366.0%
-1.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.6% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | -4.7% | -16.2% | +11.5% | -2.2% |
| 3M | +18.4% | -14.4% | +32.8% | +20.1% |
| 6M | +20.5% | -32.8% | +53.3% | +26.6% |
| YTD | +23.5% | -39.2% | +62.7% | +31.3% |
| 1Y | +29.0% | -57.7% | +86.7% | +45.4% |
| 3Y | +153.7% | -55.3% | +209.0% | +170.9% |
| 5Y | +114.8% | +15.6% | +99.2% | +80.0% |
| All | +364.6% | +366.0% | -1.4% | +174.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling