+66.7%
AU vs BLDR
-57.4%
+124.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.1% |
| 7D | -4.3% | -8.2% | +4.0% | -2.0% |
| 30D | +7.3% | -16.6% | +23.9% | +12.4% |
| 3M | +26.3% | -23.2% | +49.5% | +34.3% |
| 6M | +1.8% | -33.7% | +35.5% | +10.5% |
| YTD | +26.8% | -41.3% | +68.1% | +39.2% |
| 1Y | +66.7% | -58.8% | +125.5% | +92.7% |
| All | +66.7% | -57.4% | +124.1% | +92.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling