+21.9%
FIX vs BLDR
-42.4%
+64.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +6.0% | +5.1% |
| 7D | +6.4% | -10.3% | +16.7% | +7.4% |
| 30D | -29.1% | +19.6% | -48.6% | -31.6% |
| 3M | -31.1% | -17.0% | -14.2% | -28.4% |
| 6M | -42.8% | -16.7% | -26.1% | -40.6% |
| YTD | +24.6% | -39.4% | +64.1% | +34.3% |
| 1Y | +21.9% | -41.7% | +63.6% | +32.4% |
| All | +21.9% | -42.4% | +64.4% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling