-7.7%
BLDR vs FGI
-70.6%
+62.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.5% |
| 7D | -3.7% | -7.0% | +3.3% | -3.6% |
| 30D | +16.8% | -4.2% | +21.0% | +16.8% |
| 3M | -13.7% | +55.6% | -69.4% | -15.0% |
| 6M | -21.9% | -3.2% | -18.7% | -22.6% |
| YTD | -39.2% | +29.1% | -68.3% | -40.4% |
| 1Y | -42.6% | +51.0% | -93.6% | -43.9% |
| 3Y | -50.2% | +1.5% | -51.7% | -51.0% |
| All | -7.7% | -70.6% | +62.9% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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