+389.2%
BLDR vs RJF
+1,867.8%
-1,478.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.7% |
| 7D | -2.8% | -0.6% | -2.3% | -2.4% |
| 30D | -13.3% | -1.3% | -12.0% | -12.6% |
| 3M | -12.3% | +18.9% | -31.1% | -23.8% |
| 6M | -31.5% | +15.0% | -46.5% | -39.2% |
| YTD | -36.1% | +12.2% | -48.3% | -42.8% |
| 1Y | -54.1% | +5.6% | -59.7% | -57.2% |
| 3Y | -55.8% | +74.9% | -130.6% | -72.8% |
| 5Y | +20.7% | +106.6% | -85.9% | -37.2% |
| 10Y | +390.2% | +433.1% | -42.8% | +12.0% |
| All | +389.2% | +1,867.8% | -1,478.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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