+21.1%
BLDR vs RY
+140.8%
-119.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +3.1% |
| 7D | -2.8% | +3.1% | -6.0% | -5.6% |
| 30D | -13.3% | -0.3% | -13.0% | -13.3% |
| 3M | -12.3% | +8.7% | -20.9% | -19.1% |
| 6M | -31.5% | +28.5% | -60.0% | -45.8% |
| YTD | -36.1% | +25.1% | -61.2% | -48.3% |
| 1Y | -54.1% | +46.3% | -100.4% | -68.0% |
| 3Y | -55.8% | +154.9% | -210.7% | -82.2% |
| All | +21.1% | +140.8% | -119.7% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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