+8.7%
CNH vs BLDR
+16.0%
-7.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.9% | -0.7% | -3.9% |
| 7D | +8.8% | -0.3% | +9.1% | +9.0% |
| 30D | +24.7% | -16.2% | +40.9% | +31.8% |
| 3M | +27.3% | -14.4% | +41.8% | +33.2% |
| 6M | +23.2% | -32.8% | +55.9% | +38.6% |
| YTD | +48.9% | -39.2% | +88.1% | +72.0% |
| 1Y | +19.4% | -57.7% | +77.1% | +53.9% |
| 3Y | +7.8% | -55.3% | +63.0% | +28.3% |
| 5Y | +8.7% | +15.6% | -6.9% | -14.2% |
| All | +8.7% | +16.0% | -7.3% | -14.2% |
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