+102.9%
BP vs BLDR
-2.4%
+105.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.3% | -0.2% |
| 7D | -6.9% | -2.7% | -4.1% | -6.8% |
| 30D | -3.6% | +24.8% | -28.4% | -5.3% |
| 3M | +8.4% | -11.7% | +20.1% | +9.1% |
| 6M | +5.3% | -14.8% | +20.1% | +5.8% |
| YTD | +33.2% | -35.9% | +69.0% | +37.5% |
| 1Y | +28.2% | -39.7% | +67.9% | +33.3% |
| 3Y | +49.2% | -45.6% | +94.8% | +54.1% |
| 5Y | +102.9% | -2.5% | +105.4% | +67.7% |
| All | +102.9% | -2.4% | +105.3% | +67.7% |
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 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