+831.8%
CAH vs BLDR
+389.5%
+442.3%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.2% | -2.2% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | +1.7% | -16.2% | +17.9% | +3.4% |
| 3M | +17.9% | -14.4% | +32.3% | +19.2% |
| 6M | +10.9% | -32.8% | +43.7% | +14.5% |
| YTD | +17.9% | -39.2% | +57.0% | +22.4% |
| 1Y | +61.7% | -57.7% | +119.4% | +73.3% |
| 3Y | +183.7% | -55.3% | +239.0% | +195.5% |
| 5Y | +401.3% | +15.6% | +385.7% | +365.7% |
| 10Y | +293.7% | +359.8% | -66.2% | +207.8% |
| All | +831.8% | +389.5% | +442.3% | +485.4% |
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