+179.0%
BLDR vs NTR
+103.7%
+75.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -2.0% | -1.9% |
| 7D | -2.7% | +0.5% | -3.2% | -3.0% |
| 30D | -14.7% | +21.7% | -36.4% | -22.4% |
| 3M | -20.8% | +22.8% | -43.6% | -29.0% |
| 6M | -35.3% | +8.2% | -43.6% | -39.7% |
| YTD | -40.3% | +32.9% | -73.3% | -50.2% |
| 1Y | -56.3% | +45.3% | -101.6% | -65.5% |
| 3Y | -56.1% | +41.7% | -97.8% | -66.0% |
| 5Y | +12.9% | +49.8% | -36.9% | -29.2% |
| All | +179.0% | +103.7% | +75.4% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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