+1,502.1%
BN vs BLDR
+414.6%
+1,087.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.8% |
| 7D | -2.5% | -2.8% | +0.4% | -1.9% |
| 30D | -9.5% | -13.3% | +3.8% | -7.1% |
| 3M | -10.4% | -12.3% | +1.9% | -8.7% |
| 6M | -6.4% | -31.5% | +25.1% | -0.3% |
| YTD | -11.9% | -36.1% | +24.2% | -5.2% |
| 1Y | -8.6% | -54.1% | +45.5% | +4.3% |
| 3Y | +77.6% | -55.8% | +133.3% | +100.4% |
| 5Y | +37.0% | +20.7% | +16.3% | +27.2% |
| 10Y | +266.4% | +390.2% | -123.8% | +153.4% |
| All | +1,502.1% | +414.6% | +1,087.5% | +657.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling