+365.4%
BLDR vs FIVN
+115.6%
+249.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.9% |
| 7D | -8.1% | -11.3% | +3.2% | -5.7% |
| 30D | -21.5% | -7.3% | -14.2% | -20.3% |
| 3M | -21.0% | +41.7% | -62.7% | -27.7% |
| 6M | -37.1% | +78.3% | -115.3% | -47.0% |
| YTD | -42.7% | +50.9% | -93.6% | -50.2% |
| 1Y | -58.0% | +19.7% | -77.6% | -61.5% |
| 3Y | -57.8% | -55.7% | -2.1% | -53.1% |
| 5Y | +10.3% | -82.6% | +92.9% | +42.9% |
| All | +365.4% | +115.6% | +249.8% | +226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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