+561.1%
BLDR vs FIVE
+559.6%
+1.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -3.7% | -0.3% | -3.4% | -3.4% |
| 30D | +16.8% | +17.7% | -0.9% | +9.5% |
| 3M | -13.7% | +4.0% | -17.7% | -15.3% |
| 6M | -21.9% | +2.6% | -24.5% | -23.9% |
| YTD | -39.2% | +27.6% | -66.8% | -46.4% |
| 1Y | -42.6% | +59.9% | -102.6% | -54.1% |
| 3Y | -50.2% | +35.8% | -86.0% | -61.4% |
| 5Y | -7.0% | +14.4% | -21.4% | -24.7% |
| All | +561.1% | +559.6% | +1.5% | +173.4% |
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