+33.2%
BN vs BLDR
+13.4%
+19.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.2% |
| 7D | -3.0% | -2.7% | -0.3% | -2.1% |
| 30D | -13.0% | -14.7% | +1.7% | -8.2% |
| 3M | -15.2% | -20.8% | +5.6% | -9.4% |
| 6M | -5.9% | -35.3% | +29.4% | +7.5% |
| YTD | -15.8% | -40.3% | +24.6% | -1.8% |
| 1Y | -12.2% | -56.3% | +44.1% | +14.4% |
| 3Y | +72.2% | -56.1% | +128.3% | +109.6% |
| 5Y | +33.2% | +12.9% | +20.3% | +2.4% |
| All | +33.2% | +13.4% | +19.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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