+3,417.9%
ASX vs BLDR
+389.2%
+3,028.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.5% | +10.9% | +7.1% |
| 7D | -19.9% | -3.7% | -16.3% | -19.5% |
| 30D | -30.9% | +16.8% | -47.7% | -33.0% |
| 3M | -15.1% | -13.7% | -1.3% | -13.8% |
| 6M | -6.5% | -21.9% | +15.4% | -3.8% |
| YTD | +98.4% | -39.2% | +137.7% | +111.4% |
| 1Y | +107.9% | -42.6% | +150.5% | +123.2% |
| 3Y | +325.3% | -50.2% | +375.5% | +357.6% |
| 5Y | +447.3% | -7.0% | +454.3% | +427.6% |
| 10Y | +763.2% | +584.2% | +179.0% | +496.2% |
| All | +3,417.9% | +389.2% | +3,028.7% | +1,814.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling