+104.7%
COST vs BLDR
+7.7%
+97.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.5% |
| 7D | -2.5% | -8.1% | +5.6% | -1.4% |
| 30D | -4.4% | -21.5% | +17.0% | -1.5% |
| 3M | -8.1% | -21.0% | +12.9% | -5.8% |
| 6M | -9.2% | -37.1% | +27.8% | -4.2% |
| YTD | +5.1% | -42.7% | +47.8% | +12.0% |
| 1Y | -5.1% | -58.0% | +52.9% | +6.0% |
| 3Y | +70.4% | -57.8% | +128.2% | +80.1% |
| 5Y | +104.7% | +10.3% | +94.4% | +58.5% |
| All | +104.7% | +7.7% | +97.0% | +58.5% |
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