-36.7%
BLDR vs BBWI
+2.4%
-39.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +4.1% | +5.1% | +7.9% |
| 7D | +24.4% | +8.8% | +15.6% | +21.3% |
| 30D | +24.9% | +34.8% | -9.9% | +14.4% |
| 3M | -7.8% | +12.9% | -20.7% | -11.4% |
| 6M | -5.8% | +29.6% | -35.3% | -12.8% |
| YTD | -32.5% | +20.8% | -53.2% | -36.2% |
| 1Y | -36.7% | +4.1% | -40.8% | -39.4% |
| All | -36.7% | +2.4% | -39.1% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling