+45.6%
C vs BLDR
-58.1%
+103.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.1% |
| 7D | +3.2% | -0.3% | +3.5% | +3.2% |
| 30D | +1.3% | -16.2% | +17.5% | +4.1% |
| 3M | +3.1% | -14.4% | +17.5% | +4.8% |
| 6M | +29.6% | -32.8% | +62.4% | +36.5% |
| YTD | +19.0% | -39.2% | +58.1% | +28.0% |
| 1Y | +45.6% | -57.7% | +103.3% | +53.8% |
| All | +45.6% | -58.1% | +103.7% | +53.8% |
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 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