+111.8%
BHP vs BLDR
+10.9%
+100.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.7% |
| 7D | -3.6% | -8.2% | +4.6% | -2.0% |
| 30D | -1.2% | -16.6% | +15.4% | +2.1% |
| 3M | +1.2% | -23.2% | +24.4% | +5.6% |
| 6M | +21.4% | -33.7% | +55.1% | +30.0% |
| YTD | +50.4% | -41.3% | +91.7% | +63.8% |
| 1Y | +67.5% | -58.8% | +126.3% | +94.7% |
| 3Y | +72.8% | -57.5% | +130.3% | +91.2% |
| All | +111.8% | +10.9% | +100.9% | +71.0% |
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