+3,604.4%
FIX vs BLDR
+473.7%
+3,130.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -1.6% |
| 7D | +17.0% | -8.2% | +25.2% | +20.4% |
| 30D | -30.6% | +16.3% | -46.9% | -35.7% |
| 3M | -35.0% | -17.0% | -18.1% | -32.4% |
| 6M | -44.0% | -17.4% | -26.6% | -42.4% |
| YTD | +21.1% | -41.6% | +62.7% | +39.1% |
| 1Y | +16.3% | -43.5% | +59.8% | +34.7% |
| 3Y | +507.4% | -51.6% | +559.0% | +605.5% |
| 5Y | +1,052.1% | -11.6% | +1,063.6% | +901.8% |
| All | +3,604.4% | +473.7% | +3,130.7% | +1,411.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling