+114.3%
BAC vs BLDR
+414.6%
-300.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.8% |
| 7D | +1.1% | -2.8% | +3.9% | +1.8% |
| 30D | -0.4% | -13.3% | +12.9% | +3.2% |
| 3M | +16.9% | -12.3% | +29.2% | +19.5% |
| 6M | +26.6% | -31.5% | +58.1% | +37.7% |
| YTD | +15.8% | -36.1% | +51.8% | +27.4% |
| 1Y | +27.2% | -54.1% | +81.2% | +52.3% |
| 3Y | +132.4% | -55.8% | +188.2% | +167.5% |
| 5Y | +72.6% | +20.7% | +51.8% | +42.4% |
| 10Y | +389.7% | +390.2% | -0.5% | +145.1% |
| All | +114.3% | +414.6% | -300.3% | -55.5% |
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