+386.5%
BLDR vs CASY
+468.0%
-81.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -14.2% | +12.3% | +4.6% |
| 7D | -2.7% | -16.5% | +13.8% | +5.1% |
| 30D | -14.7% | -26.4% | +11.7% | -2.8% |
| 3M | -20.8% | -17.3% | -3.5% | -17.4% |
| 6M | -35.3% | -5.2% | -30.1% | -37.9% |
| YTD | -40.3% | +14.1% | -54.4% | -48.2% |
| 1Y | -56.3% | +16.6% | -72.9% | -62.8% |
| 3Y | -56.1% | +163.7% | -219.8% | -78.2% |
| 5Y | +12.9% | +231.3% | -218.4% | -51.9% |
| 10Y | +386.5% | +462.9% | -76.4% | +55.2% |
| All | +386.5% | +468.0% | -81.6% | +55.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling