+376.5%
BLDR vs BR
+189.7%
+186.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -8.2% | -3.0% | -5.3% | -6.3% |
| 30D | -16.6% | -0.3% | -16.3% | -16.5% |
| 3M | -23.2% | +17.3% | -40.5% | -31.7% |
| 6M | -33.7% | -6.7% | -27.0% | -31.5% |
| YTD | -41.3% | -23.4% | -17.9% | -31.0% |
| 1Y | -58.8% | -32.7% | -26.1% | -46.7% |
| 3Y | -57.5% | -5.9% | -51.5% | -57.4% |
| 5Y | +12.9% | +8.4% | +4.5% | -0.2% |
| All | +376.5% | +189.7% | +186.8% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling