+25.3%
F vs BLDR
-58.1%
+83.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.9% | +0.6% | -3.0% |
| 7D | +1.2% | -0.3% | +1.5% | +1.3% |
| 30D | +1.2% | -16.2% | +17.4% | +5.5% |
| 3M | -5.7% | -14.4% | +8.8% | -3.1% |
| 6M | +17.9% | -32.8% | +50.7% | +28.0% |
| YTD | +10.4% | -39.2% | +49.6% | +20.5% |
| 1Y | +25.3% | -57.7% | +83.0% | +53.9% |
| All | +25.3% | -58.1% | +83.4% | +53.9% |
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