+10.1%
BLDR vs QSR
+39.7%
-29.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.3% | -3.5% |
| 7D | -8.1% | -4.7% | -3.4% | -5.3% |
| 30D | -21.5% | +4.3% | -25.8% | -23.6% |
| 3M | -21.0% | +5.4% | -26.4% | -23.7% |
| 6M | -37.1% | +8.2% | -45.2% | -40.9% |
| YTD | -42.7% | +14.1% | -56.8% | -48.2% |
| 1Y | -58.0% | +28.1% | -86.1% | -64.9% |
| 3Y | -57.8% | +25.3% | -83.1% | -65.7% |
| All | +10.1% | +39.7% | -29.5% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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