+1,587.9%
BN vs BLDR
+392.3%
+1,195.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -0.5% |
| 7D | +4.3% | -1.1% | +5.4% | +4.5% |
| 30D | +14.3% | +19.1% | -4.8% | +10.3% |
| 3M | -4.1% | -12.6% | +8.5% | -1.9% |
| 6M | -9.7% | -18.7% | +9.0% | -6.9% |
| YTD | -7.1% | -38.8% | +31.7% | +0.4% |
| 1Y | -7.4% | -41.2% | +33.8% | +0.7% |
| 3Y | +102.3% | -49.4% | +151.7% | +122.5% |
| 5Y | +35.9% | -6.0% | +41.9% | +31.6% |
| 10Y | +289.2% | +523.1% | -233.9% | +159.8% |
| All | +1,587.9% | +392.3% | +1,195.6% | +702.9% |
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