+174.6%
ARM vs BLDR
-53.2%
+227.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.3% | +6.3% |
| 7D | -15.2% | -3.7% | -11.6% | -14.5% |
| 30D | -40.7% | +16.8% | -57.5% | -45.1% |
| 3M | -39.1% | -13.7% | -25.3% | -36.6% |
| 6M | -26.4% | -21.9% | -4.6% | -21.3% |
| YTD | +59.7% | -39.2% | +99.0% | +85.5% |
| 1Y | +10.3% | -42.6% | +53.0% | +30.7% |
| 3Y | +228.9% | -50.2% | +279.1% | +272.2% |
| All | +174.6% | -53.2% | +227.8% | +221.4% |
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