+68.4%
FITB vs BLDR
+13.4%
+55.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | -0.4% | -2.7% | +2.3% | +0.4% |
| 30D | -5.1% | -14.7% | +9.6% | -0.9% |
| 3M | +3.5% | -20.8% | +24.4% | +9.6% |
| 6M | +17.2% | -35.3% | +52.6% | +31.3% |
| YTD | +17.6% | -40.3% | +58.0% | +34.1% |
| 1Y | +23.4% | -56.3% | +79.6% | +54.8% |
| 3Y | +129.7% | -56.1% | +185.9% | +169.5% |
| 5Y | +68.4% | +12.9% | +55.5% | +23.8% |
| All | +68.4% | +13.4% | +55.0% | +23.8% |
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