+10.3%
BLDR vs TRU
-36.7%
+46.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | -8.1% | -9.4% | +1.3% | -3.2% |
| 30D | -21.5% | -4.1% | -17.4% | -19.8% |
| 3M | -21.0% | +13.6% | -34.6% | -26.9% |
| 6M | -37.1% | +3.6% | -40.6% | -38.9% |
| YTD | -42.7% | -9.8% | -32.9% | -40.9% |
| 1Y | -58.0% | -13.6% | -44.3% | -55.8% |
| 3Y | -57.8% | -2.0% | -55.9% | -60.1% |
| 5Y | +10.3% | -35.8% | +46.1% | +50.2% |
| All | +10.3% | -36.7% | +46.9% | +50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling