+376.5%
BLDR vs TRU
+147.2%
+229.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.8% |
| 7D | -8.2% | -2.7% | -5.5% | -6.6% |
| 30D | -16.6% | -2.0% | -14.6% | -15.7% |
| 3M | -23.2% | +18.4% | -41.6% | -31.5% |
| 6M | -33.7% | +8.9% | -42.6% | -38.1% |
| YTD | -41.3% | -8.9% | -32.4% | -39.8% |
| 1Y | -58.8% | -15.9% | -42.9% | -55.9% |
| 3Y | -57.5% | -1.1% | -56.4% | -61.7% |
| 5Y | +12.9% | -35.2% | +48.1% | +37.2% |
| All | +376.5% | +147.2% | +229.3% | +176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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