+2,878.6%
COST vs BLDR
+389.5%
+2,489.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.1% |
| 7D | -3.2% | -0.3% | -2.8% | -3.2% |
| 30D | -4.0% | -16.2% | +12.2% | -2.4% |
| 3M | -6.5% | -14.4% | +7.9% | -5.5% |
| 6M | -8.5% | -32.8% | +24.3% | -5.6% |
| YTD | +6.0% | -39.2% | +45.2% | +10.3% |
| 1Y | -5.8% | -57.7% | +51.9% | +1.4% |
| 3Y | +71.8% | -55.3% | +127.1% | +80.2% |
| 5Y | +106.2% | +15.6% | +90.6% | +93.9% |
| 10Y | +602.0% | +359.8% | +242.2% | +450.5% |
| All | +2,878.6% | +389.5% | +2,489.0% | +1,754.9% |
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