+523.1%
BLDR vs RL
+369.1%
+154.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -4.9% | -4.8% |
| 7D | -1.1% | +1.3% | -2.4% | -1.6% |
| 30D | +19.1% | +7.6% | +11.4% | +14.8% |
| 3M | -12.6% | -1.5% | -11.1% | -11.7% |
| 6M | -18.7% | +12.1% | -30.8% | -24.0% |
| YTD | -38.8% | +13.9% | -52.8% | -43.4% |
| 1Y | -41.2% | +20.7% | -61.9% | -47.2% |
| 3Y | -49.4% | +260.6% | -309.9% | -76.1% |
| 5Y | -6.0% | +248.9% | -254.8% | -55.7% |
| 10Y | +523.1% | +355.9% | +167.2% | +141.9% |
| All | +523.1% | +369.1% | +154.0% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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