+948.2%
GD vs BLDR
+443.7%
+504.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +9.3% | -11.8% | -3.7% |
| 7D | +3.0% | +24.4% | -21.4% | +0.1% |
| 30D | +10.5% | +24.9% | -14.4% | +7.3% |
| 3M | -5.0% | -7.8% | +2.8% | -4.5% |
| 6M | +5.5% | -5.8% | +11.3% | +5.2% |
| YTD | +10.3% | -32.5% | +42.8% | +14.0% |
| 1Y | +8.2% | -36.7% | +44.9% | +12.5% |
| 3Y | +59.0% | -45.2% | +104.2% | +64.6% |
| 5Y | +104.3% | +6.3% | +98.0% | +90.2% |
| 10Y | +202.4% | +660.4% | -457.9% | +114.0% |
| All | +948.2% | +443.7% | +504.5% | +507.9% |
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