+531.6%
FICO vs BLDR
+602.6%
-70.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.5% | -2.8% | +1.0% |
| 7D | -0.1% | -2.7% | +2.7% | +0.3% |
| 30D | +8.4% | +24.8% | -16.4% | +0.2% |
| 3M | -30.5% | -11.7% | -18.8% | -28.5% |
| 6M | -35.7% | -14.8% | -21.0% | -34.1% |
| YTD | -57.2% | -35.9% | -21.3% | -52.6% |
| 1Y | -58.4% | -39.7% | -18.7% | -53.1% |
| 3Y | -24.8% | -45.6% | +20.8% | -18.1% |
| 5Y | +79.3% | -2.5% | +81.8% | +50.1% |
| 10Y | +531.6% | +597.4% | -65.7% | +158.6% |
| All | +531.6% | +602.6% | -70.9% | +158.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling