+359.8%
BLDR vs ALLE
+148.2%
+211.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.3% |
| 7D | -0.3% | +2.8% | -3.1% | -2.8% |
| 30D | -16.2% | -7.6% | -8.6% | -9.6% |
| 3M | -14.4% | +22.8% | -37.2% | -29.0% |
| 6M | -32.8% | +4.6% | -37.4% | -35.3% |
| YTD | -39.2% | -1.2% | -38.0% | -38.8% |
| 1Y | -57.7% | -9.1% | -48.5% | -54.0% |
| 3Y | -55.3% | +50.0% | -105.2% | -68.8% |
| 5Y | +15.6% | +15.2% | +0.4% | +0.7% |
| 10Y | +359.8% | +151.1% | +208.7% | +110.2% |
| All | +359.8% | +148.2% | +211.6% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling