+12.8%
BLDR vs BRKR
-39.7%
+52.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | -8.2% | -8.7% | +0.4% | -5.0% |
| 30D | -16.6% | -9.9% | -6.8% | -13.5% |
| 3M | -23.2% | -3.1% | -20.1% | -24.6% |
| 6M | -33.7% | +45.5% | -79.2% | -46.4% |
| YTD | -41.3% | +13.7% | -55.0% | -47.5% |
| 1Y | -58.8% | +67.4% | -126.2% | -69.2% |
| 3Y | -57.5% | -13.2% | -44.2% | -60.7% |
| All | +12.8% | -39.7% | +52.5% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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