+67.5%
BHP vs BLDR
-57.4%
+124.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.7% |
| 7D | -3.6% | -8.2% | +4.6% | -2.1% |
| 30D | -1.2% | -16.6% | +15.4% | +1.9% |
| 3M | +1.2% | -23.2% | +24.4% | +5.8% |
| 6M | +21.4% | -33.7% | +55.1% | +29.0% |
| YTD | +50.4% | -41.3% | +91.7% | +61.4% |
| 1Y | +67.5% | -58.8% | +126.3% | +85.2% |
| All | +67.5% | -57.4% | +124.9% | +85.2% |
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