+86.0%
BAX vs BLDR
+370.3%
-284.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -2.0% |
| 7D | +0.4% | -8.2% | +8.6% | +1.1% |
| 30D | +3.4% | +16.3% | -12.8% | +1.7% |
| 3M | -4.5% | -17.0% | +12.5% | -3.1% |
| 6M | +44.0% | -17.4% | +61.4% | +45.8% |
| YTD | +34.9% | -41.6% | +76.5% | +40.7% |
| 1Y | +37.9% | -43.5% | +81.4% | +44.2% |
| 3Y | -17.1% | -51.6% | +34.6% | -12.9% |
| 5Y | -64.3% | -11.6% | -52.7% | -64.7% |
| 10Y | -35.9% | +480.9% | -516.8% | -46.8% |
| All | +86.0% | +370.3% | -284.3% | +32.9% |
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 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