+4,071.9%
ASX vs BLDR
+414.6%
+3,657.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.2% |
| 7D | -0.7% | -2.8% | +2.1% | -0.3% |
| 30D | +2.0% | -13.3% | +15.3% | +4.2% |
| 3M | -1.3% | -12.3% | +10.9% | +0.4% |
| 6M | +71.4% | -31.5% | +102.9% | +81.1% |
| YTD | +135.3% | -36.1% | +171.4% | +150.4% |
| 1Y | +267.5% | -54.1% | +321.6% | +310.4% |
| 3Y | +388.5% | -55.8% | +444.2% | +437.8% |
| 5Y | +417.1% | +20.7% | +396.4% | +382.4% |
| 10Y | +872.7% | +390.2% | +482.5% | +604.4% |
| All | +4,071.9% | +414.6% | +3,657.3% | +2,167.8% |
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