-50.8%
BLDR vs FIVE
+40.0%
-90.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -3.0% | +2.7% | -5.6% | -3.6% |
| 30D | +20.1% | +12.7% | +7.4% | +16.9% |
| 3M | -17.5% | +2.1% | -19.6% | -17.9% |
| 6M | -16.1% | +17.5% | -33.6% | -19.8% |
| YTD | -41.0% | +31.0% | -72.0% | -45.3% |
| 1Y | -41.6% | +67.7% | -109.3% | -49.0% |
| 3Y | -50.8% | +43.4% | -94.2% | -61.2% |
| All | -50.8% | +40.0% | -90.8% | -61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling