+631.2%
ALL vs BLDR
+392.3%
+238.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.6% | +7.5% | +3.7% |
| 7D | -0.1% | -1.1% | +0.9% | -0.1% |
| 30D | +13.8% | +19.1% | -5.3% | +10.2% |
| 3M | -2.8% | -12.6% | +9.8% | -1.1% |
| 6M | +23.7% | -18.7% | +42.4% | +26.0% |
| YTD | +27.3% | -38.8% | +66.1% | +34.9% |
| 1Y | +30.5% | -41.2% | +71.8% | +39.1% |
| 3Y | +113.0% | -49.4% | +162.4% | +124.0% |
| 5Y | +157.6% | -6.0% | +163.5% | +134.5% |
| 10Y | +368.4% | +523.1% | -154.7% | +181.3% |
| All | +631.2% | +392.3% | +238.9% | +144.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling