-35.1%
AUR vs BLDR
+10.9%
-46.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.2% |
| 7D | +1.4% | -8.2% | +9.7% | +6.5% |
| 30D | -6.4% | -16.6% | +10.2% | +3.9% |
| 3M | +7.7% | -23.2% | +30.9% | +22.5% |
| 6M | +44.5% | -33.7% | +78.2% | +76.4% |
| YTD | +67.4% | -41.3% | +108.8% | +117.4% |
| 1Y | +15.4% | -58.8% | +74.2% | +88.1% |
| 3Y | +94.8% | -57.5% | +152.3% | +187.4% |
| All | -35.1% | +10.9% | -46.0% | -40.5% |
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