+540.8%
BDX vs BLDR
+389.5%
+151.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -2.7% |
| 7D | -4.3% | -0.3% | -4.0% | -4.3% |
| 30D | +1.3% | -16.2% | +17.5% | +2.5% |
| 3M | +20.2% | -14.4% | +34.7% | +21.4% |
| 6M | +8.6% | -32.8% | +41.4% | +11.4% |
| YTD | +19.0% | -39.2% | +58.1% | +22.7% |
| 1Y | +21.2% | -57.7% | +78.9% | +28.0% |
| 3Y | -9.7% | -55.3% | +45.6% | -6.0% |
| 5Y | -3.4% | +15.6% | -19.0% | -6.7% |
| 10Y | +53.9% | +359.8% | -305.9% | +31.1% |
| All | +540.8% | +389.5% | +151.3% | +378.2% |
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