+386.5%
BLDR vs BUD
-24.2%
+410.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -0.6% |
| 7D | -2.7% | -1.3% | -1.4% | -1.9% |
| 30D | -14.7% | -6.1% | -8.6% | -11.5% |
| 3M | -20.8% | -3.8% | -17.1% | -19.2% |
| 6M | -35.3% | +8.2% | -43.5% | -38.5% |
| YTD | -40.3% | +23.6% | -63.9% | -47.6% |
| 1Y | -56.3% | +33.4% | -89.7% | -63.4% |
| 3Y | -56.1% | +45.3% | -101.4% | -66.3% |
| 5Y | +12.9% | +44.3% | -31.4% | -15.3% |
| 10Y | +386.5% | -22.8% | +409.2% | +295.0% |
| All | +386.5% | -24.2% | +410.6% | +295.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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