+597.4%
BLDR vs ALLE
+233.6%
+363.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.8% | +2.7% | +2.9% |
| 7D | -2.7% | -0.6% | -2.1% | -1.8% |
| 30D | +24.8% | +26.6% | -1.8% | +0.8% |
| 3M | -11.7% | +13.2% | -24.8% | -20.6% |
| 6M | -14.8% | +42.9% | -57.6% | -38.2% |
| YTD | -35.9% | +21.0% | -56.9% | -46.3% |
| 1Y | -39.7% | +15.2% | -54.9% | -47.1% |
| 3Y | -45.6% | +95.6% | -141.2% | -70.2% |
| 5Y | -2.5% | +53.4% | -55.9% | -34.1% |
| 10Y | +597.4% | +221.5% | +375.9% | +155.3% |
| All | +597.4% | +233.6% | +363.7% | +155.3% |
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