+597.4%
BLDR vs FIVE
+596.6%
+0.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.6% | -0.1% | +3.2% |
| 7D | -2.7% | +6.2% | -8.9% | -4.9% |
| 30D | +24.8% | +18.2% | +6.6% | +16.9% |
| 3M | -11.7% | +3.8% | -15.5% | -13.2% |
| 6M | -14.8% | +13.7% | -28.5% | -20.4% |
| YTD | -35.9% | +34.7% | -70.6% | -44.7% |
| 1Y | -39.7% | +66.6% | -106.3% | -52.5% |
| 3Y | -45.6% | +44.3% | -89.9% | -58.8% |
| 5Y | -2.5% | +18.8% | -21.3% | -22.2% |
| 10Y | +597.4% | +569.2% | +28.2% | +182.0% |
| All | +597.4% | +596.6% | +0.8% | +182.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling