+12.9%
BLDR vs BBWI
-68.8%
+81.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | +0.6% |
| 7D | -2.7% | -4.4% | +1.7% | -1.0% |
| 30D | -14.7% | -7.4% | -7.3% | -12.7% |
| 3M | -20.8% | -2.2% | -18.6% | -20.5% |
| 6M | -35.3% | -16.3% | -19.0% | -32.0% |
| YTD | -40.3% | -9.1% | -31.2% | -39.6% |
| 1Y | -56.3% | -34.5% | -21.8% | -50.5% |
| 3Y | -56.1% | -47.0% | -9.2% | -49.2% |
| 5Y | +12.9% | -68.8% | +81.8% | +70.7% |
| All | +12.9% | -68.8% | +81.7% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling