+780.6%
CI vs BLDR
+414.6%
+366.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.7% |
| 7D | +1.3% | -2.8% | +4.2% | +1.7% |
| 30D | +4.4% | -13.3% | +17.7% | +6.5% |
| 3M | +0.7% | -12.3% | +12.9% | +1.8% |
| 6M | +0.3% | -31.5% | +31.8% | +4.9% |
| YTD | +3.8% | -36.1% | +39.9% | +9.2% |
| 1Y | -5.5% | -54.1% | +48.6% | +4.2% |
| 3Y | +8.1% | -55.8% | +63.9% | +16.1% |
| 5Y | +42.8% | +20.7% | +22.1% | +27.9% |
| 10Y | +143.9% | +390.2% | -246.4% | +66.8% |
| All | +780.6% | +414.6% | +366.0% | +274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling