+107.5%
ALL vs BLDR
-50.4%
+158.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | +0.1% | -4.3% |
| 7D | -1.9% | -3.7% | +1.7% | -1.8% |
| 30D | +13.8% | +16.8% | -3.0% | +13.2% |
| 3M | -7.0% | -13.7% | +6.8% | -6.8% |
| 6M | +18.0% | -21.9% | +39.9% | +18.5% |
| YTD | +24.2% | -39.2% | +63.4% | +25.8% |
| 1Y | +31.2% | -42.6% | +73.8% | +33.2% |
| 3Y | +107.5% | -50.2% | +157.7% | +112.2% |
| All | +107.5% | -50.4% | +158.0% | +112.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling