+19.2%
D vs BLDR
-58.1%
+77.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +0.8% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | -0.7% | -16.2% | +15.5% | -0.1% |
| 3M | +2.1% | -14.4% | +16.5% | +2.7% |
| 6M | +6.8% | -32.8% | +39.6% | +8.5% |
| YTD | +16.5% | -39.2% | +55.7% | +19.0% |
| 1Y | +19.2% | -57.7% | +76.8% | +22.7% |
| All | +19.2% | -58.1% | +77.3% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling