+463.5%
BTSG vs BLDR
-63.8%
+527.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.6% |
| 7D | +2.9% | -2.7% | +5.6% | +3.3% |
| 30D | +0.9% | -14.7% | +15.6% | +3.5% |
| 3M | +1.6% | -20.8% | +22.5% | +5.3% |
| 6M | +46.8% | -35.3% | +82.1% | +57.5% |
| YTD | +65.5% | -40.3% | +105.9% | +78.6% |
| 1Y | +136.2% | -56.3% | +192.5% | +170.9% |
| All | +463.5% | -63.8% | +527.4% | +566.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling