-36.9%
BAX vs BLDR
+357.1%
-394.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -5.1% | -2.7% | -2.4% | -4.7% |
| 30D | -12.2% | -14.7% | +2.5% | -9.9% |
| 3M | +21.8% | -20.8% | +42.6% | +26.1% |
| 6M | +36.3% | -35.3% | +71.6% | +45.4% |
| YTD | +27.8% | -40.3% | +68.1% | +37.9% |
| 1Y | -0.1% | -56.3% | +56.2% | +12.7% |
| 3Y | -33.3% | -56.1% | +22.8% | -26.4% |
| 5Y | -67.1% | +12.9% | -80.0% | -68.4% |
| 10Y | -36.9% | +386.5% | -423.4% | -50.3% |
| All | -36.9% | +357.1% | -394.0% | -50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling