-29.9%
BAX vs BLDR
-53.1%
+23.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.3% |
| 7D | -1.1% | -2.8% | +1.7% | -0.4% |
| 30D | -5.5% | -13.3% | +7.8% | -1.9% |
| 3M | +33.5% | -12.3% | +45.8% | +37.3% |
| 6M | +35.9% | -31.5% | +67.3% | +48.3% |
| YTD | +35.4% | -36.1% | +71.4% | +50.2% |
| 1Y | +9.8% | -54.1% | +63.8% | +30.8% |
| All | -29.9% | -53.1% | +23.2% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling