-41.6%
BLDR vs FIVE
+54.5%
-96.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +12.2% |
| 3M | -13.7% | +4.0% | -17.7% | -14.6% |
| 6M | -21.9% | +2.6% | -24.5% | -22.3% |
| YTD | -39.2% | +27.6% | -66.8% | -44.8% |
| All | -41.6% | +54.5% | -96.1% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling