+170.1%
BEN vs BLDR
+414.6%
-244.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +3.0% |
| 7D | +0.2% | -2.8% | +3.1% | +0.9% |
| 30D | -0.5% | -13.3% | +12.7% | +2.5% |
| 3M | +9.7% | -12.3% | +22.0% | +11.9% |
| 6M | +33.9% | -31.5% | +65.4% | +43.7% |
| YTD | +49.0% | -36.1% | +85.0% | +61.7% |
| 1Y | +42.1% | -54.1% | +96.2% | +65.3% |
| 3Y | +51.9% | -55.8% | +107.6% | +73.0% |
| 5Y | +39.0% | +20.7% | +18.3% | +24.8% |
| 10Y | +57.9% | +390.2% | -332.4% | -1.9% |
| All | +170.1% | +414.6% | -244.5% | +9.1% |
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 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