+1,135.1%
BLDR vs BTG
+385.9%
+749.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.1% |
| 7D | -2.7% | +2.4% | -5.1% | -2.9% |
| 30D | -14.7% | +9.5% | -24.2% | -15.4% |
| 3M | -20.8% | +38.5% | -59.3% | -23.4% |
| 6M | -35.3% | +5.6% | -41.0% | -36.1% |
| YTD | -40.3% | +23.9% | -64.3% | -42.0% |
| 1Y | -56.3% | +32.1% | -88.4% | -57.9% |
| 3Y | -56.1% | +103.2% | -159.3% | -59.9% |
| 5Y | +12.9% | +79.7% | -66.8% | +3.4% |
| 10Y | +386.5% | +159.1% | +227.3% | +320.6% |
| All | +1,135.1% | +385.9% | +749.2% | +762.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling