-65.6%
FIS vs BLDR
+16.0%
-81.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.9% | -1.0% | -4.9% |
| 7D | -3.5% | -0.3% | -3.1% | -3.4% |
| 30D | -7.8% | -16.2% | +8.4% | -4.6% |
| 3M | +0.8% | -14.4% | +15.2% | +3.0% |
| 6M | -21.9% | -32.8% | +10.9% | -16.5% |
| YTD | -39.5% | -39.2% | -0.3% | -34.3% |
| 1Y | -41.0% | -57.7% | +16.7% | -30.7% |
| 3Y | -23.6% | -55.3% | +31.7% | -17.3% |
| 5Y | -65.6% | +15.6% | -81.2% | -75.3% |
| All | -65.6% | +16.0% | -81.6% | -75.3% |
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