+2,625.3%
FN vs BLDR
+2,299.3%
+326.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -5.8% | -8.5% | -13.0% |
| 7D | -16.0% | +3.9% | -19.8% | -17.1% |
| 30D | -40.1% | +16.5% | -56.6% | -42.9% |
| 3M | -43.9% | -13.7% | -30.2% | -42.8% |
| 6M | -55.6% | -12.2% | -43.5% | -55.4% |
| YTD | -35.7% | -36.3% | +0.7% | -31.3% |
| 1Y | -39.8% | -41.3% | +1.5% | -34.6% |
| 3Y | +80.3% | -48.3% | +128.6% | +95.6% |
| 5Y | +143.3% | -2.6% | +145.9% | +121.6% |
| 10Y | +682.3% | +616.6% | +65.7% | +333.9% |
| All | +2,625.3% | +2,299.3% | +326.0% | +760.9% |
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