-36.7%
BLDR vs CASY
+32.1%
-68.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.4% | +7.8% | +9.3% |
| 7D | +24.4% | +0.8% | +23.6% | +24.4% |
| 30D | +24.9% | +9.4% | +15.5% | +25.8% |
| 3M | -7.8% | -20.6% | +12.8% | -9.3% |
| 6M | -5.8% | -20.7% | +15.0% | -4.6% |
| YTD | -32.5% | +22.5% | -55.0% | -41.8% |
| 1Y | -36.7% | +29.5% | -66.2% | -48.7% |
| All | -36.7% | +32.1% | -68.8% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling