-36.7%
BLDR vs BOXX
+4.1%
-40.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.2% | +9.0% |
| 7D | +24.4% | +0.1% | +24.3% | +23.7% |
| 30D | +24.9% | +0.4% | +24.6% | +22.8% |
| 3M | -7.8% | +1.0% | -8.8% | -13.2% |
| 6M | -5.8% | +2.0% | -7.7% | -18.3% |
| YTD | -32.5% | +3.3% | -35.7% | -58.8% |
| 1Y | -36.7% | +4.1% | -40.7% | -71.8% |
| All | -36.7% | +4.1% | -40.8% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling