+913.4%
ASX vs BLDR
+359.8%
+553.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +11.0% | +7.3% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | -16.2% | +22.6% | +11.0% |
| 3M | +13.1% | -14.4% | +27.6% | +16.8% |
| 6M | +90.3% | -32.8% | +123.1% | +108.4% |
| YTD | +149.6% | -39.2% | +188.8% | +178.5% |
| 1Y | +249.2% | -57.7% | +306.9% | +325.4% |
| 3Y | +445.9% | -55.3% | +501.2% | +529.1% |
| 5Y | +477.7% | +15.6% | +462.1% | +406.5% |
| 10Y | +913.4% | +359.8% | +553.6% | +573.4% |
| All | +913.4% | +359.8% | +553.6% | +573.4% |
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 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