+21.1%
BLDR vs FIVE
+31.2%
-10.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.1% | -2.6% | +0.7% |
| 7D | -2.8% | +4.3% | -7.1% | -4.3% |
| 30D | -13.3% | +12.5% | -25.8% | -17.1% |
| 3M | -12.3% | +31.2% | -43.5% | -20.9% |
| 6M | -31.5% | +14.4% | -45.8% | -35.7% |
| YTD | -36.1% | +33.9% | -70.0% | -43.6% |
| 1Y | -54.1% | +65.1% | -119.1% | -62.8% |
| 3Y | -55.8% | +49.0% | -104.7% | -64.7% |
| All | +21.1% | +31.2% | -10.1% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling