-42.7%
FIS vs BLDR
-58.0%
+15.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.2% |
| 7D | -9.1% | -2.7% | -6.4% | -8.8% |
| 30D | -10.4% | -14.7% | +4.3% | -9.1% |
| 3M | -3.7% | -20.8% | +17.1% | -2.2% |
| 6M | -24.8% | -35.3% | +10.6% | -21.6% |
| YTD | -41.6% | -40.3% | -1.2% | -38.8% |
| 1Y | -42.7% | -56.3% | +13.5% | -36.2% |
| All | -42.7% | -58.0% | +15.3% | -36.2% |
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