+516.7%
CAH vs BLDR
-11.9%
+528.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +1.0% |
| 7D | +3.5% | -3.0% | +6.4% | +3.6% |
| 30D | +13.5% | +20.1% | -6.6% | +12.3% |
| 3M | +21.8% | -17.5% | +39.4% | +22.7% |
| 6M | +51.5% | -16.1% | +67.6% | +52.3% |
| YTD | +38.1% | -41.0% | +79.1% | +40.4% |
| 1Y | +37.7% | -41.6% | +79.3% | +40.0% |
| 3Y | +179.6% | -50.8% | +230.4% | +176.7% |
| All | +516.7% | -11.9% | +528.6% | +426.1% |
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