+4,686.1%
CRM vs BLDR
+361.3%
+4,324.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.5% | +0.3% |
| 7D | -8.1% | -8.1% | 0.0% | -6.6% |
| 30D | +23.1% | -21.5% | +44.5% | +28.7% |
| 3M | +42.5% | -21.0% | +63.5% | +47.7% |
| 6M | +25.3% | -37.1% | +62.4% | +34.5% |
| YTD | -7.8% | -42.7% | +34.9% | +0.2% |
| 1Y | +1.0% | -58.0% | +59.0% | +16.0% |
| 3Y | +10.0% | -57.8% | +67.8% | +22.0% |
| 5Y | -3.9% | +10.3% | -14.2% | -12.8% |
| 10Y | +233.2% | +367.3% | -134.1% | +112.8% |
| All | +4,686.1% | +361.3% | +4,324.9% | +2,192.0% |
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