-10.0%
CRM vs BLDR
-38.1%
+28.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.3% | -7.0% | +2.2% |
| 7D | -6.2% | +24.4% | -30.6% | -6.1% |
| 30D | -1.2% | +24.9% | -26.1% | -1.2% |
| 3M | +19.1% | -7.8% | +26.9% | +18.7% |
| 6M | +23.0% | -5.8% | +28.7% | +22.4% |
| YTD | -13.7% | -32.5% | +18.8% | -14.0% |
| 1Y | -10.0% | -36.7% | +26.7% | -9.4% |
| All | -10.0% | -38.1% | +28.1% | -9.4% |
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 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