+476.4%
BHP vs BLDR
+383.3%
+93.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.8% |
| 7D | -3.6% | -8.2% | +4.6% | -1.7% |
| 30D | -1.2% | -16.6% | +15.4% | +3.0% |
| 3M | +1.2% | -23.2% | +24.4% | +6.6% |
| 6M | +21.4% | -33.7% | +55.1% | +32.1% |
| YTD | +50.4% | -41.3% | +91.7% | +67.2% |
| 1Y | +67.5% | -58.8% | +126.3% | +102.0% |
| 3Y | +72.8% | -57.5% | +130.3% | +96.8% |
| 5Y | +112.6% | +12.9% | +99.7% | +77.5% |
| All | +476.4% | +383.3% | +93.1% | +202.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling