-59.1%
C vs BLDR
+389.2%
-448.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.8% |
| 7D | -2.4% | -3.7% | +1.3% | -1.5% |
| 30D | -6.0% | +16.8% | -22.8% | -10.8% |
| 3M | -10.5% | -13.7% | +3.2% | -7.8% |
| 6M | -5.7% | -21.9% | +16.1% | -1.1% |
| YTD | +4.1% | -39.2% | +43.3% | +16.3% |
| 1Y | +20.5% | -42.6% | +63.1% | +36.4% |
| 3Y | +208.1% | -50.2% | +258.3% | +246.4% |
| 5Y | +110.4% | -7.0% | +117.4% | +86.0% |
| 10Y | +234.6% | +584.2% | -349.6% | +50.7% |
| All | -59.1% | +389.2% | -448.3% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling