+115.6%
FIS vs BLDR
+387.6%
-272.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.9% | +7.6% | +6.8% |
| 7D | +1.5% | -10.3% | +11.8% | +3.0% |
| 30D | -11.8% | +19.6% | -31.4% | -14.6% |
| 3M | -28.5% | -17.0% | -11.5% | -27.2% |
| 6M | -27.0% | -16.7% | -10.3% | -26.2% |
| YTD | -53.1% | -39.4% | -13.7% | -50.7% |
| 1Y | -52.8% | -41.7% | -11.1% | -50.1% |
| 3Y | -37.5% | -49.9% | +12.4% | -34.1% |
| 5Y | -71.1% | -7.6% | -63.5% | -72.6% |
| 10Y | -52.0% | +502.3% | -554.3% | -66.2% |
| All | +115.6% | +387.6% | -272.0% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling