+363.6%
BLDR vs RGEN
+8,042.5%
-7,678.9%
-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 | -10.3% | -3.1% | -7.2% | -9.4% |
| 30D | +19.6% | +0.1% | +19.5% | +19.2% |
| 3M | -17.0% | +4.8% | -21.8% | -18.9% |
| 6M | -16.7% | +48.9% | -65.7% | -27.1% |
| YTD | -39.4% | +5.3% | -44.8% | -41.5% |
| 1Y | -41.7% | +12.5% | -54.2% | -44.8% |
| 3Y | -49.9% | +17.0% | -66.8% | -55.1% |
| 5Y | -7.6% | -35.4% | +27.8% | -7.7% |
| 10Y | +502.3% | +434.6% | +67.7% | +196.1% |
| All | +363.6% | +8,042.5% | -7,678.9% | -17.3% |
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 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