+478.6%
BLDR vs RGEN
+411.3%
+67.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | 0.0% | -2.5% |
| 7D | -8.2% | -1.2% | -7.1% | -7.9% |
| 30D | +16.3% | -5.1% | +21.3% | +17.7% |
| 3M | -17.0% | +0.5% | -17.5% | -17.9% |
| 6M | -17.4% | +46.6% | -64.0% | -27.5% |
| YTD | -41.6% | +1.6% | -43.2% | -43.1% |
| 1Y | -43.5% | +5.4% | -48.9% | -45.6% |
| 3Y | -51.6% | +12.8% | -64.5% | -56.3% |
| 5Y | -11.6% | -35.6% | +24.0% | -12.8% |
| All | +478.6% | +411.3% | +67.4% | +197.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling