+323.7%
D vs BLDR
+414.6%
-90.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.6% |
| 7D | +1.5% | -2.8% | +4.3% | +1.7% |
| 30D | -2.6% | -13.3% | +10.7% | -1.6% |
| 3M | 0.0% | -12.3% | +12.3% | +0.7% |
| 6M | +7.4% | -31.5% | +38.8% | +9.9% |
| YTD | +15.9% | -36.1% | +51.9% | +19.1% |
| 1Y | +18.1% | -54.1% | +72.2% | +24.2% |
| 3Y | +58.4% | -55.8% | +114.1% | +64.7% |
| 5Y | +5.2% | +20.7% | -15.5% | -0.2% |
| 10Y | +35.9% | +390.2% | -354.4% | +11.9% |
| All | +323.7% | +414.6% | -90.9% | +189.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling