+985.8%
ASX vs BLDR
+479.0%
+506.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -3.0% | -2.3% |
| 7D | +12.4% | -3.0% | +15.4% | +13.2% |
| 30D | -19.8% | +20.1% | -39.9% | -24.2% |
| 3M | -10.3% | -17.5% | +7.2% | -6.9% |
| 6M | +1.2% | -16.1% | +17.3% | +4.0% |
| YTD | +123.0% | -41.0% | +164.1% | +148.6% |
| 1Y | +145.4% | -41.6% | +187.0% | +173.5% |
| 3Y | +368.6% | -50.8% | +419.4% | +423.2% |
| 5Y | +486.0% | -10.8% | +496.8% | +439.8% |
| All | +985.8% | +479.0% | +506.8% | +554.1% |
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