+30,376.3%
FIX vs BLDR
+414.6%
+29,961.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.3% |
| 7D | +6.0% | -2.8% | +8.9% | +6.7% |
| 30D | -7.2% | -13.3% | +6.0% | -4.3% |
| 3M | -15.9% | -12.3% | -3.6% | -13.9% |
| 6M | +12.7% | -31.5% | +44.2% | +22.1% |
| YTD | +72.8% | -36.1% | +108.8% | +89.0% |
| 1Y | +122.9% | -54.1% | +177.0% | +162.9% |
| 3Y | +774.3% | -55.8% | +830.1% | +912.1% |
| 5Y | +2,049.5% | +20.7% | +2,028.7% | +1,815.6% |
| 10Y | +5,821.5% | +390.2% | +5,431.2% | +3,521.4% |
| All | +30,376.3% | +414.6% | +29,961.7% | +11,306.3% |
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