+114.8%
ALL vs BLDR
+16.0%
+98.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -2.0% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | -4.7% | -16.2% | +11.5% | -3.4% |
| 3M | +18.4% | -14.4% | +32.8% | +19.3% |
| 6M | +20.5% | -32.8% | +53.3% | +24.1% |
| YTD | +23.5% | -39.2% | +62.7% | +28.1% |
| 1Y | +29.0% | -57.7% | +86.7% | +38.9% |
| 3Y | +153.7% | -55.3% | +209.0% | +162.0% |
| 5Y | +114.8% | +15.6% | +99.2% | +84.2% |
| All | +114.8% | +16.0% | +98.8% | +84.2% |
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 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