+183.3%
B vs BLDR
-50.0%
+233.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.1% | +1.1% |
| 7D | +9.6% | -3.7% | +13.2% | +10.0% |
| 30D | +3.5% | +16.8% | -13.3% | +1.5% |
| 3M | -1.6% | -13.7% | +12.2% | -0.2% |
| 6M | -1.7% | -21.9% | +20.2% | +0.3% |
| YTD | -5.3% | -39.2% | +33.9% | -1.7% |
| 1Y | +27.2% | -42.6% | +69.9% | +32.4% |
| All | +183.3% | -50.0% | +233.4% | +184.7% |
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 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