+57.3%
BEN vs BLDR
-38.1%
+95.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.3% | -4.6% | +2.9% |
| 7D | +6.7% | +24.4% | -17.6% | +2.2% |
| 30D | +3.0% | +24.9% | -21.9% | -1.6% |
| 3M | -4.3% | -7.8% | +3.4% | -3.3% |
| 6M | +16.4% | -5.8% | +22.1% | +15.5% |
| YTD | +46.8% | -32.5% | +79.2% | +57.5% |
| 1Y | +57.3% | -36.7% | +94.0% | +70.5% |
| All | +57.3% | -38.1% | +95.4% | +70.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling