+23.1%
C vs BLDR
-44.0%
+67.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.4% | +0.4% |
| 7D | +4.7% | -8.2% | +12.9% | +6.1% |
| 30D | +0.2% | +16.3% | -16.1% | -2.4% |
| 3M | -9.3% | -17.0% | +7.6% | -6.8% |
| 6M | -0.8% | -17.4% | +16.6% | +0.9% |
| YTD | +8.5% | -41.6% | +50.1% | +18.6% |
| 1Y | +23.1% | -43.5% | +66.6% | +35.0% |
| All | +23.1% | -44.0% | +67.1% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling