-27.6%
AR vs BLDR
+1,007.9%
-1,035.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.2% |
| 7D | -5.8% | -1.1% | -4.7% | -5.8% |
| 30D | +4.8% | +19.1% | -14.3% | +0.2% |
| 3M | +1.5% | -12.6% | +14.1% | +3.3% |
| 6M | +4.7% | -18.7% | +23.4% | +6.6% |
| YTD | +9.2% | -38.8% | +48.0% | +16.7% |
| 1Y | +11.2% | -41.2% | +52.4% | +19.5% |
| 3Y | +46.2% | -49.4% | +95.6% | +54.8% |
| 5Y | +98.1% | -6.0% | +104.0% | +71.2% |
| 10Y | +54.5% | +523.1% | -468.5% | -13.2% |
| All | -27.6% | +1,007.9% | -1,035.6% | -62.7% |
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