+20.2%
FTV vs BLDR
-52.1%
+72.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.7% |
| 7D | -4.6% | -2.8% | -1.8% | -4.0% |
| 30D | -7.2% | -13.3% | +6.1% | -4.3% |
| 3M | -7.3% | -12.3% | +5.0% | -5.2% |
| 6M | -1.6% | -31.5% | +29.8% | +6.4% |
| YTD | +3.3% | -36.1% | +39.4% | +14.6% |
| 1Y | +20.2% | -54.1% | +74.3% | +46.0% |
| All | +20.2% | -52.1% | +72.3% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling