-2.5%
BND vs BLDR
+7.7%
-10.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | -0.5% |
| 7D | -0.9% | -8.1% | +7.2% | -0.6% |
| 30D | -1.0% | -21.5% | +20.5% | 0.0% |
| 3M | -1.2% | -21.0% | +19.7% | -0.4% |
| 6M | -2.0% | -37.1% | +35.1% | -0.4% |
| YTD | -1.2% | -42.7% | +41.5% | +0.7% |
| 1Y | -0.5% | -58.0% | +57.5% | +2.7% |
| 3Y | +12.4% | -57.8% | +70.3% | +14.7% |
| 5Y | -2.5% | +10.3% | -12.8% | -4.9% |
| All | -2.5% | +7.7% | -10.2% | -4.9% |
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 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