+144.3%
AR vs BLDR
+16.0%
+128.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.0% | -0.1% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | +12.6% | -16.2% | +28.8% | +15.3% |
| 3M | +10.0% | -14.4% | +24.4% | +11.3% |
| 6M | +0.6% | -32.8% | +33.4% | +5.6% |
| YTD | +13.4% | -39.2% | +52.6% | +20.3% |
| 1Y | +21.7% | -57.7% | +79.4% | +39.7% |
| 3Y | +45.8% | -55.3% | +101.1% | +55.3% |
| 5Y | +144.3% | +15.6% | +128.6% | +65.0% |
| All | +144.3% | +16.0% | +128.3% | +65.0% |
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