+41.1%
BLDR vs ALHC
-28.9%
+70.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -2.8% | -0.6% | -2.3% | -2.8% |
| 30D | -13.3% | -1.0% | -12.3% | -13.3% |
| 3M | -12.3% | -10.2% | -2.1% | -12.2% |
| 6M | -31.5% | -28.3% | -3.2% | -29.8% |
| YTD | -36.1% | -31.4% | -4.6% | -34.4% |
| 1Y | -54.1% | -16.9% | -37.1% | -54.2% |
| 3Y | -55.8% | +135.5% | -191.2% | -65.5% |
| 5Y | +20.7% | -33.6% | +54.4% | +4.1% |
| All | +41.1% | -28.9% | +70.0% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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