+35.3%
D vs BLDR
+359.8%
-324.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.1% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | -0.7% | -16.2% | +15.5% | +1.0% |
| 3M | +2.1% | -14.4% | +16.5% | +3.3% |
| 6M | +6.8% | -32.8% | +39.6% | +10.5% |
| YTD | +16.5% | -39.2% | +55.7% | +21.5% |
| 1Y | +19.2% | -57.7% | +76.8% | +28.9% |
| 3Y | +61.9% | -55.3% | +117.1% | +70.0% |
| 5Y | +6.5% | +15.6% | -9.1% | -2.5% |
| 10Y | +35.3% | +359.8% | -324.5% | +11.9% |
| All | +35.3% | +359.8% | -324.5% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling