+12.8%
BLDR vs BR
+8.0%
+4.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -8.2% | -3.0% | -5.3% | -6.5% |
| 30D | -16.6% | -0.3% | -16.3% | -16.5% |
| 3M | -23.2% | +17.3% | -40.5% | -31.1% |
| 6M | -33.7% | -6.7% | -27.0% | -31.3% |
| YTD | -41.3% | -23.4% | -17.9% | -30.5% |
| 1Y | -58.8% | -32.7% | -26.1% | -46.1% |
| 3Y | -57.5% | -5.9% | -51.5% | -57.7% |
| All | +12.8% | +8.0% | +4.7% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling