+888.6%
BHP vs BLDR
+389.5%
+499.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +2.7% |
| 7D | +1.3% | -0.3% | +1.6% | +1.3% |
| 30D | +4.0% | -16.2% | +20.2% | +7.4% |
| 3M | +12.3% | -14.4% | +26.7% | +14.8% |
| 6M | +30.8% | -32.8% | +63.6% | +39.9% |
| YTD | +58.8% | -39.2% | +97.9% | +72.2% |
| 1Y | +76.8% | -57.7% | +134.5% | +105.1% |
| 3Y | +87.5% | -55.3% | +142.7% | +107.8% |
| 5Y | +123.9% | +15.6% | +108.3% | +99.2% |
| 10Y | +504.4% | +359.8% | +144.6% | +281.7% |
| All | +888.6% | +389.5% | +499.1% | +345.8% |
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