+626.9%
ALL vs BLDR
+414.6%
+212.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -1.8% |
| 7D | 0.0% | -2.8% | +2.9% | +0.5% |
| 30D | -1.5% | -13.3% | +11.8% | +0.7% |
| 3M | +23.6% | -12.3% | +35.9% | +25.2% |
| 6M | +22.3% | -31.5% | +53.8% | +28.4% |
| YTD | +26.5% | -36.1% | +62.6% | +33.7% |
| 1Y | +27.0% | -54.1% | +81.1% | +41.4% |
| 3Y | +149.6% | -55.8% | +205.3% | +169.3% |
| 5Y | +118.1% | +20.7% | +97.3% | +90.3% |
| 10Y | +369.0% | +390.2% | -21.3% | +194.2% |
| All | +626.9% | +414.6% | +212.2% | +142.4% |
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