+8.9%
CAT vs BLDR
-38.1%
+47.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +9.3% | -14.5% | -6.4% |
| 7D | -17.1% | +24.4% | -41.5% | -20.2% |
| 30D | -30.1% | +24.9% | -55.0% | -32.8% |
| 3M | -32.4% | -7.8% | -24.6% | -30.1% |
| 6M | -32.1% | -5.8% | -26.4% | -30.4% |
| YTD | +4.1% | -32.5% | +36.5% | +14.7% |
| 1Y | +8.9% | -36.7% | +45.6% | +21.3% |
| All | +8.9% | -38.1% | +47.0% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling