-57.7%
BLDR vs FIVE
+65.4%
-123.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -0.3% | +3.7% | -4.0% | -1.3% |
| 30D | -16.2% | +4.0% | -20.2% | -17.1% |
| 3M | -14.4% | +36.2% | -50.7% | -21.0% |
| 6M | -32.8% | +18.0% | -50.8% | -35.8% |
| YTD | -39.2% | +34.9% | -74.1% | -44.5% |
| 1Y | -57.7% | +67.9% | -125.6% | -64.0% |
| All | -57.7% | +65.4% | -123.0% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIVE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling