+1,659.2%
BE vs BLDR
-48.6%
+1,707.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.6% | +0.2% | -3.0% |
| 7D | -13.4% | -1.1% | -12.3% | -13.0% |
| 30D | -33.9% | +19.1% | -53.0% | -38.3% |
| 3M | -12.0% | -12.6% | +0.6% | -9.2% |
| 6M | -29.0% | -18.7% | -10.3% | -25.7% |
| YTD | +113.4% | -38.8% | +152.2% | +145.3% |
| 1Y | +33.2% | -41.2% | +74.4% | +54.8% |
| 3Y | +1,659.2% | -49.4% | +1,708.6% | +1,608.3% |
| All | +1,659.2% | -48.6% | +1,707.8% | +1,608.3% |
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