+86.8%
BEN vs BLDR
-51.2%
+138.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.3% | -0.3% |
| 7D | +11.3% | -8.2% | +19.5% | +13.6% |
| 30D | +15.0% | +16.3% | -1.3% | +10.1% |
| 3M | +7.8% | -17.0% | +24.8% | +12.1% |
| 6M | +15.5% | -17.4% | +32.9% | +18.7% |
| YTD | +55.4% | -41.6% | +97.0% | +74.0% |
| 1Y | +63.3% | -43.5% | +106.8% | +84.1% |
| All | +86.8% | -51.2% | +138.0% | +100.1% |
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