+674.6%
AU vs BLDR
+8.3%
+666.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.3% | -3.7% |
| 7D | -7.0% | -8.1% | +1.1% | -5.8% |
| 30D | +7.3% | -21.5% | +28.8% | +11.1% |
| 3M | +33.2% | -21.0% | +54.2% | +37.3% |
| 6M | -0.6% | -37.1% | +36.4% | +5.3% |
| YTD | +26.2% | -42.7% | +68.8% | +34.8% |
| 1Y | +68.3% | -58.0% | +126.2% | +85.5% |
| 3Y | +592.1% | -57.8% | +650.0% | +641.8% |
| All | +674.6% | +8.3% | +666.3% | +638.4% |
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 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