+31.0%
F vs BLDR
-52.1%
+83.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.1% | +0.9% |
| 7D | +5.3% | -2.8% | +8.2% | +6.0% |
| 30D | +4.6% | -13.3% | +17.9% | +8.0% |
| 3M | -3.7% | -12.3% | +8.6% | -1.6% |
| 6M | +16.8% | -31.5% | +48.3% | +26.0% |
| YTD | +15.3% | -36.1% | +51.4% | +24.2% |
| 1Y | +31.0% | -54.1% | +85.1% | +54.9% |
| All | +31.0% | -52.1% | +83.1% | +54.9% |
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 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