+113.1%
BHP vs BLDR
+7.7%
+105.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.9% | -1.4% | -4.6% |
| 7D | -3.7% | -8.1% | +4.4% | -2.2% |
| 30D | -0.8% | -21.5% | +20.6% | +3.7% |
| 3M | +7.6% | -21.0% | +28.6% | +11.7% |
| 6M | +20.8% | -37.1% | +57.8% | +30.6% |
| YTD | +50.8% | -42.7% | +93.4% | +64.9% |
| 1Y | +70.9% | -58.0% | +128.9% | +97.9% |
| 3Y | +78.0% | -57.8% | +135.9% | +97.3% |
| 5Y | +113.1% | +10.3% | +102.8% | +72.9% |
| All | +113.1% | +7.7% | +105.4% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling