+48.3%
FITB vs BLDR
-7.0%
+55.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -0.6% | -10.3% | +9.7% | +2.5% |
| 30D | +7.0% | +19.6% | -12.5% | +0.8% |
| 3M | -4.8% | -17.0% | +12.2% | -0.4% |
| 6M | +13.5% | -16.7% | +30.3% | +17.1% |
| YTD | +19.1% | -39.4% | +58.5% | +34.0% |
| 1Y | +30.8% | -41.7% | +72.4% | +48.7% |
| 3Y | +141.6% | -49.9% | +191.5% | +169.3% |
| 5Y | +48.3% | -7.6% | +55.9% | +14.2% |
| All | +48.3% | -7.0% | +55.3% | +14.2% |
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 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