+141.0%
CI vs BLDR
+357.1%
-216.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.6% |
| 30D | +0.5% | -14.7% | +15.2% | +3.2% |
| 3M | -5.2% | -20.8% | +15.6% | -2.1% |
| 6M | +4.3% | -35.3% | +39.7% | +11.3% |
| YTD | +2.8% | -40.3% | +43.1% | +10.7% |
| 1Y | -5.8% | -56.3% | +50.5% | +7.5% |
| 3Y | +4.7% | -56.1% | +60.9% | +14.0% |
| 5Y | +42.7% | +12.9% | +29.8% | +19.2% |
| 10Y | +141.0% | +386.5% | -245.5% | +36.3% |
| All | +141.0% | +357.1% | -216.2% | +36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling