+20.4%
BTDR vs BLDR
+10.9%
+9.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.4% | +3.0% |
| 7D | -3.4% | -8.2% | +4.8% | -0.7% |
| 30D | +32.6% | -16.6% | +49.2% | +40.2% |
| 3M | -32.2% | -23.2% | -9.1% | -26.8% |
| 6M | +52.4% | -33.7% | +86.1% | +72.2% |
| YTD | +6.7% | -41.3% | +48.0% | +24.5% |
| 1Y | -15.2% | -58.8% | +43.6% | +7.7% |
| 3Y | +14.9% | -57.5% | +72.3% | +46.6% |
| All | +20.4% | +10.9% | +9.6% | +56.8% |
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