+351.2%
BLDR vs CHD
+1,541.3%
-1,190.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | 0.0% |
| 7D | -3.0% | +3.6% | -6.6% | -5.1% |
| 30D | +20.1% | +10.4% | +9.7% | +13.4% |
| 3M | -17.5% | +12.2% | -29.7% | -23.0% |
| 6M | -16.1% | +19.9% | -36.0% | -24.9% |
| YTD | -41.0% | +36.4% | -77.4% | -51.4% |
| 1Y | -41.6% | +35.1% | -76.7% | -51.6% |
| 3Y | -50.8% | +29.2% | -80.0% | -59.3% |
| 5Y | -10.8% | +33.4% | -44.2% | -30.3% |
| 10Y | +486.3% | +195.0% | +291.2% | +111.6% |
| All | +351.2% | +1,541.3% | -1,190.1% | -60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling