+365.4%
BLDR vs RGEN
+414.1%
-48.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.9% |
| 7D | -8.1% | -2.9% | -5.2% | -7.3% |
| 30D | -21.5% | -0.1% | -21.4% | -21.5% |
| 3M | -21.0% | +25.9% | -46.9% | -26.4% |
| 6M | -37.1% | +35.2% | -72.3% | -43.0% |
| YTD | -42.7% | +0.5% | -43.2% | -43.5% |
| 1Y | -58.0% | +37.0% | -94.9% | -62.3% |
| 3Y | -57.8% | +2.0% | -59.9% | -60.7% |
| 5Y | +10.3% | -44.2% | +54.5% | +13.2% |
| All | +365.4% | +414.1% | -48.7% | +145.3% |
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