+293.2%
BA vs BLDR
+389.2%
-96.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.3% |
| 7D | +1.1% | -3.7% | +4.7% | +1.6% |
| 30D | -7.9% | +16.8% | -24.7% | -10.8% |
| 3M | -25.3% | -13.7% | -11.6% | -23.7% |
| 6M | -24.6% | -21.9% | -2.7% | -22.0% |
| YTD | -20.1% | -39.2% | +19.1% | -14.0% |
| 1Y | -11.8% | -42.6% | +30.9% | -4.2% |
| 3Y | -10.1% | -50.2% | +40.1% | -3.0% |
| 5Y | -22.7% | -7.0% | -15.8% | -26.8% |
| 10Y | +35.1% | +584.2% | -549.2% | -7.9% |
| All | +293.2% | +389.2% | -96.0% | +100.3% |
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