+19,156.6%
FIX vs BLDR
+389.2%
+18,767.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.5% | +10.0% | +6.5% |
| 7D | -17.5% | -3.7% | -13.8% | -17.3% |
| 30D | -41.6% | +16.8% | -58.4% | -44.6% |
| 3M | -40.6% | -13.7% | -26.8% | -39.6% |
| 6M | -49.4% | -21.9% | -27.5% | -47.6% |
| YTD | +9.2% | -39.2% | +48.4% | +19.0% |
| 1Y | +6.5% | -42.6% | +49.1% | +17.5% |
| 3Y | +448.7% | -50.2% | +498.9% | +510.4% |
| 5Y | +948.7% | -7.0% | +955.7% | +879.1% |
| 10Y | +3,659.7% | +584.2% | +3,075.5% | +2,022.7% |
| All | +19,156.6% | +389.2% | +18,767.4% | +7,084.5% |
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