+389.2%
BLDR vs BBWI
+204.9%
+184.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.3% | +1.0% |
| 7D | -2.8% | +1.5% | -4.4% | -3.5% |
| 30D | -13.3% | -5.2% | -8.1% | -11.7% |
| 3M | -12.3% | +11.1% | -23.4% | -17.7% |
| 6M | -31.5% | -13.4% | -18.1% | -28.6% |
| YTD | -36.1% | +0.1% | -36.2% | -38.8% |
| 1Y | -54.1% | -36.1% | -18.0% | -46.5% |
| 3Y | -55.8% | -44.1% | -11.7% | -49.4% |
| 5Y | +20.7% | -66.2% | +87.0% | +67.9% |
| 10Y | +390.2% | -54.8% | +445.0% | +321.1% |
| All | +389.2% | +204.9% | +184.3% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling