+415.3%
ASX vs BLDR
-8.6%
+424.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +7.7% |
| 7D | -19.9% | -3.7% | -16.3% | -19.1% |
| 30D | -30.9% | +16.8% | -47.7% | -34.6% |
| 3M | -15.1% | -13.7% | -1.3% | -12.4% |
| 6M | -6.5% | -21.9% | +15.4% | -1.2% |
| YTD | +98.4% | -39.2% | +137.7% | +123.3% |
| 1Y | +107.9% | -42.6% | +150.5% | +137.4% |
| 3Y | +325.3% | -50.2% | +375.5% | +370.4% |
| All | +415.3% | -8.6% | +424.0% | +304.5% |
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