+175.5%
CAH vs BLDR
-58.1%
+233.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.3% | -1.7% |
| 7D | -5.1% | -8.1% | +3.1% | -5.1% |
| 30D | -1.8% | -21.5% | +19.7% | -1.8% |
| 3M | +9.4% | -21.0% | +30.3% | +9.3% |
| 6M | +9.2% | -37.1% | +46.3% | +8.7% |
| YTD | +15.7% | -42.7% | +58.4% | +14.7% |
| 1Y | +59.7% | -58.0% | +117.7% | +57.8% |
| All | +175.5% | -58.1% | +233.6% | +166.8% |
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 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