-55.3%
BLDR vs BBWI
-44.4%
-10.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -3.8% |
| 7D | -0.3% | +1.6% | -1.9% | -0.8% |
| 30D | -16.2% | -6.2% | -10.0% | -14.7% |
| 3M | -14.4% | +4.3% | -18.8% | -15.8% |
| 6M | -32.8% | -7.2% | -25.6% | -32.0% |
| YTD | -39.2% | -3.0% | -36.1% | -39.7% |
| 1Y | -57.7% | -30.8% | -26.9% | -53.2% |
| 3Y | -55.3% | -43.4% | -11.9% | -49.0% |
| All | -55.3% | -44.4% | -10.8% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling