+351.2%
BLDR vs RGEN
+7,814.6%
-7,463.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.7% |
| 7D | -3.0% | -3.3% | +0.3% | -1.9% |
| 30D | +20.1% | -5.8% | +26.0% | +21.9% |
| 3M | -17.5% | +0.2% | -17.7% | -18.3% |
| 6M | -16.1% | +56.8% | -72.9% | -27.6% |
| YTD | -41.0% | +2.4% | -43.4% | -42.6% |
| 1Y | -41.6% | +11.4% | -53.0% | -44.6% |
| 3Y | -50.8% | +15.2% | -66.0% | -55.8% |
| 5Y | -10.8% | -35.1% | +24.3% | -10.9% |
| 10Y | +486.3% | +419.6% | +66.6% | +190.7% |
| All | +351.2% | +7,814.6% | -7,463.4% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling