+359.5%
BLDR vs TRU
+228.6%
+130.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.8% | -2.1% | -3.2% |
| 7D | -0.3% | -7.2% | +6.9% | +4.1% |
| 30D | -16.2% | -2.8% | -13.4% | -14.8% |
| 3M | -14.4% | +13.0% | -27.4% | -21.3% |
| 6M | -32.8% | +0.7% | -33.5% | -34.0% |
| YTD | -39.2% | -9.0% | -30.2% | -37.6% |
| 1Y | -57.7% | -16.3% | -41.4% | -54.6% |
| 3Y | -55.3% | -1.1% | -54.2% | -59.6% |
| 5Y | +15.6% | -36.0% | +51.6% | +39.5% |
| 10Y | +359.8% | +139.9% | +219.9% | +165.5% |
| All | +359.5% | +228.6% | +130.9% | +136.1% |
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 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