+1,395.4%
ASML vs BLDR
+568.9%
+826.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.5% | +9.5% | +6.5% |
| 7D | -9.0% | -3.7% | -5.4% | -8.4% |
| 30D | -21.0% | +16.8% | -37.7% | -25.8% |
| 3M | -16.3% | -13.7% | -2.5% | -13.7% |
| 6M | -7.5% | -21.9% | +14.3% | -2.5% |
| YTD | +34.0% | -39.2% | +73.2% | +51.9% |
| 1Y | +39.3% | -42.6% | +81.9% | +60.3% |
| 3Y | +128.9% | -50.2% | +179.1% | +162.6% |
| 5Y | +76.1% | -7.0% | +83.1% | +58.8% |
| All | +1,395.4% | +568.9% | +826.5% | +689.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling