+12.8%
BLDR vs BTG
+78.0%
-65.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | -8.2% | -3.8% | -4.5% | -7.6% |
| 30D | -16.6% | +3.6% | -20.3% | -17.1% |
| 3M | -23.2% | +32.0% | -55.2% | -27.0% |
| 6M | -33.7% | +3.4% | -37.1% | -34.9% |
| YTD | -41.3% | +20.8% | -62.1% | -44.1% |
| 1Y | -58.8% | +22.4% | -81.2% | -61.3% |
| 3Y | -57.5% | +91.7% | -149.2% | -64.4% |
| All | +12.8% | +78.0% | -65.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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