+154.0%
B vs BLDR
+414.6%
-260.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.4% |
| 7D | -1.6% | -2.8% | +1.3% | -1.4% |
| 30D | +9.4% | -13.3% | +22.7% | +10.4% |
| 3M | +5.0% | -12.3% | +17.2% | +5.6% |
| 6M | -3.5% | -31.5% | +27.9% | -1.6% |
| YTD | +4.5% | -36.1% | +40.5% | +6.9% |
| 1Y | +67.8% | -54.1% | +121.9% | +74.7% |
| 3Y | +196.7% | -55.8% | +252.5% | +206.4% |
| 5Y | +151.9% | +20.7% | +131.2% | +143.2% |
| 10Y | +202.2% | +390.2% | -188.1% | +162.6% |
| All | +154.0% | +414.6% | -260.6% | +100.4% |
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