-10.3%
BLDR vs RACE
+62.2%
-72.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -1.9% |
| 7D | -8.2% | -4.0% | -4.2% | -5.6% |
| 30D | +16.3% | +3.5% | +12.7% | +14.1% |
| 3M | -17.0% | -0.4% | -16.6% | -16.6% |
| 6M | -17.4% | +23.2% | -40.5% | -27.7% |
| YTD | -41.6% | +11.0% | -52.6% | -45.6% |
| 1Y | -43.5% | -2.2% | -41.3% | -43.1% |
| 3Y | -51.6% | +22.5% | -74.2% | -62.5% |
| All | -10.3% | +62.2% | -72.4% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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