+9.8%
BAX vs BLDR
-52.1%
+61.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.1% |
| 7D | -1.1% | -2.8% | +1.7% | -0.1% |
| 30D | -5.5% | -13.3% | +7.8% | -0.6% |
| 3M | +33.5% | -12.3% | +45.8% | +38.3% |
| 6M | +35.9% | -31.5% | +67.3% | +54.4% |
| YTD | +35.4% | -36.1% | +71.4% | +57.5% |
| 1Y | +9.8% | -54.1% | +63.8% | +48.2% |
| All | +9.8% | -52.1% | +61.8% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling