-80.3%
FIG vs BLDR
-48.7%
-31.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.9% | -0.8% | -5.6% |
| 7D | -16.4% | -0.3% | -16.0% | -16.3% |
| 30D | -2.3% | -16.2% | +13.9% | -2.2% |
| 3M | +7.8% | -14.4% | +22.2% | +7.1% |
| 6M | -21.8% | -32.8% | +10.9% | -20.8% |
| YTD | -39.1% | -39.2% | +0.1% | -38.2% |
| 1Y | -56.6% | -57.7% | +1.0% | -55.2% |
| All | -80.3% | -48.7% | -31.6% | -79.9% |
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 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