+25.1%
BX vs BLDR
-56.4%
+81.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.0% |
| 7D | -5.7% | -2.7% | -3.0% | -4.8% |
| 30D | -8.9% | -14.7% | +5.8% | -3.6% |
| 3M | +8.4% | -20.8% | +29.2% | +16.2% |
| 6M | +18.9% | -35.3% | +54.3% | +36.5% |
| YTD | -13.6% | -40.3% | +26.7% | +1.6% |
| 1Y | -22.4% | -56.3% | +33.8% | +2.5% |
| All | +25.1% | -56.4% | +81.5% | +48.3% |
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