+20.1%
CI vs BLDR
-42.7%
+62.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.6% | +7.2% | +2.8% |
| 7D | +2.6% | -1.1% | +3.7% | +2.6% |
| 30D | +7.3% | +19.1% | -11.7% | +6.4% |
| 3M | +9.5% | -12.6% | +22.1% | +9.3% |
| 6M | +6.4% | -18.7% | +25.1% | +6.6% |
| YTD | +12.0% | -38.8% | +50.8% | +12.8% |
| 1Y | +20.1% | -41.2% | +61.3% | +21.6% |
| All | +20.1% | -42.7% | +62.8% | +21.6% |
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