+151.2%
GE vs BLDR
+473.7%
-322.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.1% | -2.4% |
| 7D | +5.1% | -8.2% | +13.3% | +7.7% |
| 30D | +7.6% | +16.3% | -8.7% | +2.2% |
| 3M | -9.3% | -17.0% | +7.7% | -5.3% |
| 6M | +11.5% | -17.4% | +28.9% | +15.6% |
| YTD | +7.9% | -41.6% | +49.4% | +22.6% |
| 1Y | +7.6% | -43.5% | +51.2% | +23.0% |
| 3Y | +265.9% | -51.6% | +317.5% | +310.6% |
| 5Y | +405.9% | -11.6% | +417.5% | +338.9% |
| All | +151.2% | +473.7% | -322.4% | +17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling