+12.9%
BLDR vs BWA
+89.5%
-76.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -14.7% | -5.6% | -9.2% | -12.3% |
| 3M | -20.8% | -10.7% | -10.1% | -16.5% |
| 6M | -35.3% | +23.2% | -58.5% | -43.9% |
| YTD | -40.3% | +46.0% | -86.3% | -54.6% |
| 1Y | -56.3% | +51.2% | -107.5% | -67.6% |
| 3Y | -56.1% | +69.6% | -125.7% | -70.6% |
| 5Y | +12.9% | +86.6% | -73.7% | -33.2% |
| All | +12.9% | +89.5% | -76.6% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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