+16.4%
B vs BLDR
-42.7%
+59.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.6% | -1.5% | -5.1% |
| 7D | +7.1% | -1.1% | +8.2% | +7.4% |
| 30D | -3.3% | +19.1% | -22.4% | -7.0% |
| 3M | -2.5% | -12.6% | +10.0% | -0.1% |
| 6M | -7.2% | -18.7% | +11.5% | -4.3% |
| YTD | -7.4% | -38.8% | +31.5% | -0.2% |
| 1Y | +16.4% | -41.2% | +57.7% | +25.8% |
| All | +16.4% | -42.7% | +59.1% | +25.8% |
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 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