+15.6%
BLDR vs ARWR
+29.5%
-13.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.5% |
| 7D | -0.3% | +2.9% | -3.2% | -1.0% |
| 30D | -16.2% | -2.9% | -13.3% | -15.7% |
| 3M | -14.4% | +15.2% | -29.6% | -18.0% |
| 6M | -32.8% | +42.3% | -75.1% | -39.2% |
| YTD | -39.2% | +28.2% | -67.4% | -43.9% |
| 1Y | -57.7% | +213.2% | -270.9% | -69.4% |
| 3Y | -55.3% | +184.6% | -239.9% | -70.2% |
| 5Y | +15.6% | +29.2% | -13.6% | -14.0% |
| All | +15.6% | +29.5% | -13.9% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling