-30.6%
AR vs BLDR
+1,001.1%
-1,031.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | +0.1% |
| 7D | -14.3% | -3.7% | -10.6% | -13.9% |
| 30D | +1.4% | +16.8% | -15.4% | -2.6% |
| 3M | +3.4% | -13.7% | +17.1% | +5.5% |
| 6M | -2.1% | -21.9% | +19.8% | +0.6% |
| YTD | +4.7% | -39.2% | +43.9% | +12.0% |
| 1Y | +10.6% | -42.6% | +53.2% | +19.6% |
| 3Y | +24.6% | -50.2% | +74.8% | +32.4% |
| 5Y | +71.9% | -7.0% | +78.9% | +49.0% |
| 10Y | +46.4% | +584.2% | -537.9% | -18.6% |
| All | -30.6% | +1,001.1% | -1,031.7% | -64.2% |
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