+7.8%
D vs BLDR
+20.2%
-12.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.1% |
| YTD | +15.9% | -36.1% | +51.9% | +19.3% |
| 1Y | +18.1% | -54.1% | +72.2% | +24.9% |
| 3Y | +58.4% | -55.8% | +114.1% | +63.9% |
| All | +7.8% | +20.2% | -12.4% | -1.4% |
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