-9.4%
BLDR vs RY
+123.4%
-132.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.1% |
| 7D | -3.0% | +0.6% | -3.5% | -3.4% |
| 30D | +20.1% | +5.0% | +15.1% | +15.3% |
| 3M | -17.5% | -5.3% | -12.2% | -13.0% |
| 6M | -16.1% | +13.8% | -29.9% | -25.6% |
| YTD | -41.0% | +21.0% | -62.0% | -50.7% |
| 1Y | -41.6% | +40.5% | -82.1% | -57.6% |
| 3Y | -50.8% | +159.7% | -210.5% | -80.6% |
| All | -9.4% | +123.4% | -132.9% | -58.4% |
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