-14.9%
BAX vs BLDR
-47.3%
+32.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.5% | -3.1% | +1.0% |
| 7D | +9.0% | -2.7% | +11.8% | +9.5% |
| 30D | +8.5% | +24.8% | -16.4% | +1.3% |
| 3M | -4.1% | -11.7% | +7.6% | -1.6% |
| 6M | +46.9% | -14.8% | +61.7% | +51.1% |
| YTD | +38.4% | -35.9% | +74.3% | +52.9% |
| 1Y | +47.0% | -39.7% | +86.7% | +64.5% |
| 3Y | -14.9% | -45.6% | +30.6% | +0.9% |
| All | -14.9% | -47.3% | +32.4% | +0.9% |
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 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