+130.7%
C vs BLDR
+20.2%
+110.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.9% |
| 7D | +3.6% | -2.8% | +6.5% | +4.3% |
| 30D | +0.1% | -13.3% | +13.3% | +3.2% |
| 3M | +2.4% | -12.3% | +14.7% | +4.5% |
| 6M | +24.9% | -31.5% | +56.4% | +34.7% |
| YTD | +19.8% | -36.1% | +55.9% | +30.7% |
| 1Y | +44.9% | -54.1% | +98.9% | +70.7% |
| 3Y | +263.0% | -55.8% | +318.7% | +312.3% |
| All | +130.7% | +20.2% | +110.5% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling