+202.9%
B vs BLDR
-53.1%
+256.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.5% |
| 7D | -1.6% | -2.8% | +1.3% | -1.3% |
| 30D | +9.4% | -13.3% | +22.7% | +11.0% |
| 3M | +5.0% | -12.3% | +17.2% | +6.1% |
| 6M | -3.5% | -31.5% | +27.9% | -0.8% |
| YTD | +4.5% | -36.1% | +40.5% | +7.9% |
| 1Y | +67.8% | -54.1% | +121.9% | +76.8% |
| All | +202.9% | -53.1% | +256.0% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling