+119.5%
CTAS vs BLDR
-7.0%
+126.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | -0.8% | -10.3% | +9.5% | +1.2% |
| 30D | +10.7% | +19.6% | -8.8% | +6.7% |
| 3M | +11.0% | -17.0% | +28.0% | +14.2% |
| 6M | +38.7% | -16.7% | +55.5% | +41.5% |
| YTD | +21.8% | -39.4% | +61.2% | +31.1% |
| 1Y | +23.6% | -41.7% | +65.3% | +33.8% |
| 3Y | +74.9% | -49.9% | +124.8% | +83.3% |
| 5Y | +119.5% | -7.6% | +127.1% | +76.5% |
| All | +119.5% | -7.0% | +126.4% | +76.5% |
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