+30,513.3%
AVGO vs BLDR
+944.1%
+29,569.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -4.9% |
| 7D | +18.2% | -3.0% | +21.1% | +18.8% |
| 30D | +0.2% | +20.1% | -19.9% | -4.2% |
| 3M | -16.8% | -17.5% | +0.7% | -14.5% |
| 6M | -16.5% | -16.1% | -0.4% | -15.1% |
| YTD | +0.8% | -41.0% | +41.8% | +9.1% |
| 1Y | +2.8% | -41.6% | +44.4% | +11.2% |
| 3Y | +278.5% | -50.8% | +329.4% | +312.0% |
| 5Y | +573.1% | -10.8% | +583.8% | +533.5% |
| 10Y | +2,598.7% | +486.3% | +2,112.4% | +1,597.2% |
| All | +30,513.3% | +944.1% | +29,569.2% | +14,138.7% |
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