+181.8%
BEN vs BLDR
+370.3%
-188.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.3% | -0.4% |
| 7D | +11.3% | -8.2% | +19.5% | +13.4% |
| 30D | +15.0% | +16.3% | -1.3% | +10.7% |
| 3M | +7.8% | -17.0% | +24.8% | +11.6% |
| 6M | +15.5% | -17.4% | +32.9% | +18.5% |
| YTD | +55.4% | -41.6% | +97.0% | +71.0% |
| 1Y | +63.3% | -43.5% | +106.8% | +80.7% |
| 3Y | +83.4% | -51.6% | +135.1% | +104.2% |
| 5Y | +28.1% | -11.6% | +39.7% | +22.4% |
| 10Y | +59.1% | +480.9% | -421.8% | -4.6% |
| All | +181.8% | +370.3% | -188.5% | +15.4% |
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