+523.1%
BLDR vs ALLY
+182.8%
+340.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -3.2% |
| 7D | -1.1% | -0.7% | -0.4% | -0.4% |
| 30D | +19.1% | +1.1% | +17.9% | +18.8% |
| 3M | -12.6% | -13.2% | +0.6% | -4.0% |
| 6M | -18.7% | -13.5% | -5.2% | -10.2% |
| YTD | -38.8% | -14.3% | -24.5% | -32.4% |
| 1Y | -41.2% | -1.1% | -40.1% | -40.6% |
| 3Y | -49.4% | +62.0% | -111.4% | -64.0% |
| 5Y | -6.0% | -9.6% | +3.7% | -6.9% |
| 10Y | +523.1% | +176.0% | +347.1% | +153.8% |
| All | +523.1% | +182.8% | +340.3% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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