+1,350.3%
CRS vs BLDR
+10.9%
+1,339.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -2.0% |
| 7D | -6.8% | -8.2% | +1.5% | -4.0% |
| 30D | -16.1% | -16.6% | +0.5% | -11.0% |
| 3M | -21.2% | -23.2% | +2.0% | -14.8% |
| 6M | +8.7% | -33.7% | +42.4% | +23.4% |
| YTD | +41.0% | -41.3% | +82.3% | +64.7% |
| 1Y | +82.7% | -58.8% | +141.5% | +141.2% |
| 3Y | +604.8% | -57.5% | +662.2% | +747.5% |
| All | +1,350.3% | +10.9% | +1,339.4% | +895.5% |
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