-55.3%
BLDR vs BUD
+48.7%
-103.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -4.5% |
| 7D | -0.3% | +0.8% | -1.1% | -0.6% |
| 30D | -16.2% | -4.8% | -11.4% | -14.5% |
| 3M | -14.4% | +1.4% | -15.8% | -15.1% |
| 6M | -32.8% | +9.9% | -42.7% | -35.6% |
| YTD | -39.2% | +26.3% | -65.5% | -44.8% |
| 1Y | -57.7% | +36.1% | -93.8% | -62.6% |
| 3Y | -55.3% | +48.6% | -103.8% | -64.8% |
| All | -55.3% | +48.7% | -103.9% | -64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling