-0.7%
BDX vs BLDR
+12.1%
-12.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.2% |
| 7D | -3.6% | -2.7% | -0.9% | -3.2% |
| 30D | +0.7% | -14.7% | +15.4% | +2.8% |
| 3M | +19.0% | -20.8% | +39.8% | +22.3% |
| 6M | +10.8% | -35.3% | +46.1% | +16.6% |
| YTD | +20.1% | -40.3% | +60.5% | +27.5% |
| 1Y | +23.1% | -56.3% | +79.4% | +35.4% |
| 3Y | -8.8% | -56.1% | +47.3% | -2.1% |
| All | -0.7% | +12.1% | -12.9% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling