-7.6%
BLDR vs CHD
+31.9%
-39.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -10.3% | 0.0% | -10.3% | -10.3% |
| 30D | +19.6% | +12.2% | +7.4% | +14.3% |
| 3M | -17.0% | +9.3% | -26.3% | -19.8% |
| 6M | -16.7% | +24.3% | -41.0% | -23.4% |
| YTD | -39.4% | +34.9% | -74.3% | -45.8% |
| 1Y | -41.7% | +32.7% | -74.4% | -47.5% |
| 3Y | -49.9% | +29.4% | -79.3% | -55.4% |
| 5Y | -7.6% | +31.7% | -39.3% | -22.0% |
| All | -7.6% | +31.9% | -39.5% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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