+12.8%
BLDR vs INDA
+5.7%
+7.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.4% |
| 7D | -8.2% | -2.7% | -5.6% | -5.5% |
| 30D | -16.6% | -2.8% | -13.9% | -14.0% |
| 3M | -23.2% | +1.6% | -24.8% | -24.2% |
| 6M | -33.7% | -1.4% | -32.3% | -32.2% |
| YTD | -41.3% | -10.1% | -31.2% | -34.4% |
| 1Y | -58.8% | -8.8% | -50.0% | -54.9% |
| 3Y | -57.5% | +7.6% | -65.1% | -62.1% |
| All | +12.8% | +5.7% | +7.1% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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