+72.9%
BAC vs BLDR
+16.0%
+56.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +0.5% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | -0.7% | -16.2% | +15.5% | +2.7% |
| 3M | +16.9% | -14.4% | +31.3% | +19.5% |
| 6M | +29.6% | -32.8% | +62.4% | +38.9% |
| YTD | +15.3% | -39.2% | +54.4% | +25.5% |
| 1Y | +28.8% | -57.7% | +86.5% | +51.9% |
| 3Y | +136.4% | -55.3% | +191.7% | +160.8% |
| 5Y | +72.9% | +15.6% | +57.3% | +37.9% |
| All | +72.9% | +16.0% | +56.9% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling