+661.1%
BX vs BLDR
+383.3%
+277.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +1.6% |
| 7D | -5.6% | -8.2% | +2.6% | -2.5% |
| 30D | -12.2% | -16.6% | +4.4% | -6.1% |
| 3M | +7.4% | -23.2% | +30.6% | +17.0% |
| 6M | +22.2% | -33.7% | +55.9% | +39.6% |
| YTD | -14.0% | -41.3% | +27.3% | +2.3% |
| 1Y | -27.3% | -58.8% | +31.5% | -1.6% |
| 3Y | +24.5% | -57.5% | +82.0% | +58.3% |
| 5Y | +18.9% | +12.9% | +6.0% | +2.2% |
| All | +661.1% | +383.3% | +277.7% | +249.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling