+386.5%
BLDR vs FIVE
+486.0%
-99.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -0.8% |
| 7D | -2.7% | +1.7% | -4.4% | -3.4% |
| 30D | -14.7% | +5.0% | -19.7% | -16.6% |
| 3M | -20.8% | +29.5% | -50.3% | -29.4% |
| 6M | -35.3% | +12.4% | -47.8% | -39.6% |
| YTD | -40.3% | +31.2% | -71.5% | -48.0% |
| 1Y | -56.3% | +72.9% | -129.2% | -66.4% |
| 3Y | -56.1% | +53.0% | -109.1% | -67.9% |
| 5Y | +12.9% | +34.2% | -21.2% | -15.3% |
| 10Y | +386.5% | +497.6% | -111.2% | +92.2% |
| All | +386.5% | +486.0% | -99.6% | +92.2% |
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