+347.0%
BLDR vs BBWI
+229.5%
+117.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.6% | -2.0% |
| 7D | -8.2% | -4.5% | -3.7% | -5.9% |
| 30D | +16.3% | +17.1% | -0.8% | +7.7% |
| 3M | -17.0% | +17.5% | -34.4% | -24.5% |
| 6M | -17.4% | +12.8% | -30.2% | -23.9% |
| YTD | -41.6% | +8.2% | -49.7% | -46.4% |
| 1Y | -43.5% | -1.8% | -41.7% | -47.3% |
| 3Y | -51.6% | -25.8% | -25.9% | -52.5% |
| 5Y | -11.6% | -68.0% | +56.4% | +26.9% |
| 10Y | +480.9% | -47.6% | +528.4% | +354.9% |
| All | +347.0% | +229.5% | +117.6% | -35.3% |
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