+613.5%
ALL vs BLDR
+389.2%
+224.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | +0.1% | -3.7% |
| 7D | -1.9% | -3.7% | +1.7% | -1.4% |
| 30D | +13.8% | +16.8% | -3.0% | +10.6% |
| 3M | -7.0% | -13.7% | +6.8% | -5.2% |
| 6M | +18.0% | -21.9% | +39.9% | +21.2% |
| YTD | +24.2% | -39.2% | +63.4% | +31.9% |
| 1Y | +31.2% | -42.6% | +73.8% | +40.4% |
| 3Y | +107.5% | -50.2% | +157.7% | +119.0% |
| 5Y | +144.8% | -7.0% | +151.8% | +123.5% |
| 10Y | +375.8% | +584.2% | -208.5% | +181.2% |
| All | +613.5% | +389.2% | +224.3% | +139.1% |
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 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