-6.0%
BLDR vs BUD
+51.3%
-57.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -5.2% |
| 7D | -1.1% | +6.0% | -7.1% | -4.0% |
| 30D | +19.1% | +11.3% | +7.8% | +12.8% |
| 3M | -12.6% | +3.6% | -16.1% | -14.2% |
| 6M | -18.7% | +7.7% | -26.4% | -21.9% |
| YTD | -38.8% | +36.4% | -75.2% | -48.0% |
| 1Y | -41.2% | +37.8% | -79.1% | -50.3% |
| 3Y | -49.4% | +51.2% | -100.6% | -60.6% |
| 5Y | -6.0% | +53.4% | -59.4% | -31.1% |
| All | -6.0% | +51.3% | -57.2% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling