+605.2%
FLEX vs BLDR
+389.2%
+216.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.5% | +9.1% | +5.6% |
| 7D | -19.3% | -3.7% | -15.7% | -19.0% |
| 30D | -41.5% | +16.8% | -58.3% | -44.2% |
| 3M | -43.1% | -13.7% | -29.4% | -42.0% |
| 6M | -48.2% | -21.9% | -26.4% | -46.3% |
| YTD | +15.5% | -39.2% | +54.7% | +26.1% |
| 1Y | +10.2% | -42.6% | +52.9% | +21.6% |
| 3Y | +256.8% | -50.2% | +307.0% | +294.8% |
| 5Y | +408.2% | -7.0% | +415.2% | +379.4% |
| 10Y | +580.8% | +584.2% | -3.4% | +316.3% |
| All | +605.2% | +389.2% | +216.0% | +198.6% |
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