+20,830.2%
FIX vs BLDR
+392.3%
+20,437.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +4.0% | +0.5% |
| 7D | -13.9% | -1.1% | -12.9% | -14.1% |
| 30D | -35.5% | +19.1% | -54.6% | -39.1% |
| 3M | -33.9% | -12.6% | -21.4% | -33.0% |
| 6M | -43.3% | -18.7% | -24.6% | -41.9% |
| YTD | +18.7% | -38.8% | +57.5% | +29.2% |
| 1Y | +13.8% | -41.2% | +55.0% | +24.8% |
| 3Y | +495.0% | -49.4% | +544.3% | +559.6% |
| 5Y | +1,049.0% | -6.0% | +1,055.0% | +970.5% |
| 10Y | +3,644.4% | +523.1% | +3,121.4% | +2,056.6% |
| All | +20,830.2% | +392.3% | +20,437.9% | +7,700.8% |
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 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