+90.3%
FOXA vs BLDR
+353.8%
-263.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.8% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +2.3% | -16.2% | +18.5% | +6.2% |
| 3M | -2.8% | -14.4% | +11.6% | -0.5% |
| 6M | +9.6% | -32.8% | +42.4% | +17.9% |
| YTD | -9.9% | -39.2% | +29.3% | -1.3% |
| 1Y | +5.4% | -57.7% | +63.1% | +25.6% |
| 3Y | +115.3% | -55.3% | +170.5% | +139.0% |
| 5Y | +93.1% | +15.6% | +77.5% | +53.1% |
| All | +90.3% | +353.8% | -263.5% | -8.2% |
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