+88.6%
CHRW vs BLDR
+16.0%
+72.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.5% | +2.5% |
| 7D | +1.9% | -0.3% | +2.3% | +2.0% |
| 30D | +0.9% | -16.2% | +17.1% | +3.9% |
| 3M | -19.9% | -14.4% | -5.5% | -18.4% |
| 6M | -15.8% | -32.8% | +17.0% | -10.8% |
| YTD | -5.6% | -39.2% | +33.6% | +1.7% |
| 1Y | +21.0% | -57.7% | +78.7% | +38.3% |
| 3Y | +86.0% | -55.3% | +141.3% | +100.9% |
| 5Y | +88.6% | +15.6% | +73.0% | +57.8% |
| All | +88.6% | +16.0% | +72.6% | +57.8% |
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 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