-51.3%
BLDR vs BBWI
-25.1%
-26.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.6% | -2.5% |
| 7D | -8.2% | -4.5% | -3.7% | -6.6% |
| 30D | +16.3% | +17.1% | -0.8% | +10.7% |
| 3M | -17.0% | +17.5% | -34.4% | -21.8% |
| 6M | -17.4% | +12.8% | -30.2% | -21.2% |
| YTD | -41.6% | +8.2% | -49.7% | -44.1% |
| 1Y | -43.5% | -1.8% | -41.7% | -45.0% |
| All | -51.3% | -25.1% | -26.2% | -41.6% |
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