+142.8%
CI vs BLDR
+479.0%
-336.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +1.2% | -3.0% | +4.1% | +1.6% |
| 30D | +2.6% | +20.1% | -17.5% | -1.2% |
| 3M | +7.4% | -17.5% | +24.9% | +10.5% |
| 6M | -0.1% | -16.1% | +16.0% | +1.4% |
| YTD | +9.7% | -41.0% | +50.8% | +18.0% |
| 1Y | +12.1% | -41.6% | +53.7% | +20.6% |
| 3Y | +7.0% | -50.8% | +57.8% | +13.5% |
| 5Y | +49.7% | -10.8% | +60.5% | +31.6% |
| All | +142.8% | +479.0% | -336.2% | +29.0% |
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