+70.0%
FDX vs BLDR
-8.6%
+78.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.5% | +1.8% | -1.5% |
| 7D | -1.6% | -3.7% | +2.0% | -0.7% |
| 30D | +6.6% | +16.8% | -10.2% | +1.6% |
| 3M | -2.1% | -13.7% | +11.7% | +1.2% |
| 6M | +2.2% | -21.9% | +24.0% | +7.4% |
| YTD | +33.9% | -39.2% | +73.2% | +49.8% |
| 1Y | +50.2% | -42.6% | +92.9% | +70.5% |
| 3Y | +65.5% | -50.2% | +115.7% | +85.6% |
| All | +70.0% | -8.6% | +78.7% | +39.8% |
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