+37.8%
AR vs BLDR
-50.0%
+87.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.8% |
| 7D | -14.3% | -3.7% | -10.6% | -14.2% |
| 30D | +1.4% | +16.8% | -15.4% | +1.1% |
| 3M | +3.4% | -13.7% | +17.1% | +3.7% |
| 6M | -2.1% | -21.9% | +19.8% | -1.5% |
| YTD | +4.7% | -39.2% | +43.9% | +7.1% |
| 1Y | +10.6% | -42.6% | +53.2% | +13.8% |
| All | +37.8% | -50.0% | +87.8% | +42.8% |
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