+821.4%
BLDR vs ALLE
+260.9%
+560.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +1.6% |
| 7D | -2.8% | -0.2% | -2.6% | -2.6% |
| 30D | -13.3% | -6.8% | -6.5% | -7.3% |
| 3M | -12.3% | +21.0% | -33.3% | -25.9% |
| 6M | -31.5% | +1.1% | -32.6% | -31.9% |
| YTD | -36.1% | -0.5% | -35.5% | -36.0% |
| 1Y | -54.1% | -7.3% | -46.8% | -51.0% |
| 3Y | -55.8% | +42.3% | -98.0% | -67.3% |
| 5Y | +20.7% | +13.5% | +7.3% | +7.2% |
| 10Y | +390.2% | +144.0% | +246.2% | +134.3% |
| All | +821.4% | +260.9% | +560.6% | +233.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling