+134.9%
AS vs BLDR
-64.5%
+199.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.8% |
| 7D | +6.9% | -3.7% | +10.6% | +8.0% |
| 30D | +16.0% | +16.8% | -0.8% | +10.3% |
| 3M | -12.8% | -13.7% | +0.9% | -9.7% |
| 6M | -15.4% | -21.9% | +6.5% | -10.6% |
| YTD | -15.7% | -39.2% | +23.5% | -6.0% |
| 1Y | +6.1% | -42.6% | +48.7% | +20.0% |
| All | +134.9% | -64.5% | +199.4% | +163.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling