+345.5%
BLDR vs TRU
+243.6%
+101.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -3.0% | 0.0% | -3.0% | -2.9% |
| 30D | +20.1% | +21.3% | -1.2% | +6.7% |
| 3M | -17.5% | +0.2% | -17.7% | -18.0% |
| 6M | -16.1% | +22.4% | -38.5% | -26.9% |
| YTD | -41.0% | -4.8% | -36.2% | -41.4% |
| 1Y | -41.6% | -0.2% | -41.4% | -43.6% |
| 3Y | -50.8% | +57.9% | -108.7% | -66.6% |
| 5Y | -10.8% | -26.1% | +15.4% | -2.4% |
| 10Y | +486.3% | +184.8% | +301.5% | +208.9% |
| All | +345.5% | +243.6% | +101.9% | +122.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling