-24.2%
AR vs BLDR
+1,058.3%
-1,082.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.3% |
| 7D | +2.5% | -2.8% | +5.3% | +3.0% |
| 30D | +14.8% | -13.3% | +28.1% | +18.0% |
| 3M | +6.2% | -12.3% | +18.5% | +7.7% |
| 6M | +4.3% | -31.5% | +35.7% | +10.5% |
| YTD | +14.4% | -36.1% | +50.4% | +22.1% |
| 1Y | +21.3% | -54.1% | +75.4% | +39.6% |
| 3Y | +39.8% | -55.8% | +95.6% | +54.2% |
| 5Y | +142.1% | +20.7% | +121.3% | +98.4% |
| 10Y | +52.0% | +390.2% | -338.2% | -12.3% |
| All | -24.2% | +1,058.3% | -1,082.5% | -61.0% |
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 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