+67.7%
ASML vs BLDR
-3.6%
+71.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.8% | -3.6% | -7.3% |
| 7D | -19.0% | +3.9% | -22.9% | -20.5% |
| 30D | -25.9% | +16.5% | -42.4% | -30.9% |
| 3M | -19.1% | -13.7% | -5.4% | -15.9% |
| 6M | -5.7% | -12.2% | +6.4% | -3.9% |
| YTD | +27.6% | -36.3% | +63.9% | +45.3% |
| 1Y | +30.8% | -41.3% | +72.1% | +53.1% |
| 3Y | +116.2% | -48.3% | +164.6% | +142.9% |
| 5Y | +67.7% | -2.6% | +70.3% | +24.5% |
| All | +67.7% | -3.6% | +71.3% | +24.5% |
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 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