+14.7%
D vs BLDR
-44.0%
+58.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.5% |
| 7D | -3.1% | -8.2% | +5.2% | -2.4% |
| 30D | +8.4% | +16.3% | -7.9% | +7.5% |
| 3M | +0.2% | -17.0% | +17.2% | +0.8% |
| 6M | +9.5% | -17.4% | +26.9% | +10.2% |
| YTD | +18.8% | -41.6% | +60.4% | +21.4% |
| 1Y | +14.7% | -43.5% | +58.2% | +17.2% |
| All | +14.7% | -44.0% | +58.7% | +17.2% |
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 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