+12.9%
BLDR vs RGEN
-44.3%
+57.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.2% |
| 7D | -2.7% | -4.6% | +1.9% | -1.2% |
| 30D | -14.7% | +1.2% | -15.9% | -15.1% |
| 3M | -20.8% | +26.8% | -47.7% | -26.9% |
| 6M | -35.3% | +29.1% | -64.4% | -41.0% |
| YTD | -40.3% | +0.7% | -41.1% | -41.3% |
| 1Y | -56.3% | +39.1% | -95.4% | -61.3% |
| 3Y | -56.1% | +2.2% | -58.4% | -59.3% |
| 5Y | +12.9% | -44.0% | +56.9% | -1.4% |
| All | +12.9% | -44.3% | +57.2% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling