+2,000.0%
BLDR vs INDA
+111.6%
+1,888.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.2% | -3.6% |
| 7D | -0.3% | -1.0% | +0.7% | +0.5% |
| 30D | -16.2% | -2.5% | -13.7% | -14.5% |
| 3M | -14.4% | +4.0% | -18.4% | -16.7% |
| 6M | -32.8% | -1.8% | -31.0% | -31.4% |
| YTD | -39.2% | -9.2% | -30.0% | -34.2% |
| 1Y | -57.7% | -7.2% | -50.5% | -55.1% |
| 3Y | -55.3% | +9.8% | -65.1% | -58.1% |
| 5Y | +15.6% | +7.5% | +8.1% | +10.9% |
| 10Y | +359.8% | +80.8% | +279.0% | +201.5% |
| All | +2,000.0% | +111.6% | +1,888.4% | +1,192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling