+663.2%
FLEX vs BLDR
+20.2%
+643.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.6% |
| 7D | -0.9% | -2.8% | +2.0% | +0.1% |
| 30D | -10.1% | -13.3% | +3.1% | -6.0% |
| 3M | -31.3% | -12.3% | -19.1% | -29.0% |
| 6M | +71.3% | -31.5% | +102.7% | +92.2% |
| YTD | +81.2% | -36.1% | +117.3% | +105.5% |
| 1Y | +98.5% | -54.1% | +152.6% | +150.2% |
| 3Y | +428.2% | -55.8% | +484.0% | +530.3% |
| All | +663.2% | +20.2% | +643.0% | +434.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling