+118.3%
BTI vs BLDR
+10.9%
+107.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.5% |
| 7D | -0.2% | -8.2% | +8.0% | +0.3% |
| 30D | -1.1% | -16.6% | +15.6% | 0.0% |
| 3M | -8.8% | -23.2% | +14.4% | -7.4% |
| 6M | -4.0% | -33.7% | +29.8% | -1.8% |
| YTD | +0.4% | -41.3% | +41.7% | +3.3% |
| 1Y | +1.9% | -58.8% | +60.7% | +6.8% |
| 3Y | +108.5% | -57.5% | +166.0% | +114.4% |
| All | +118.3% | +10.9% | +107.4% | +93.8% |
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