+281.8%
GE vs BLDR
-54.9%
+336.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.3% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | -9.5% | -16.2% | +6.7% | -6.4% |
| 3M | +4.1% | -14.4% | +18.5% | +6.8% |
| 6M | +3.9% | -32.8% | +36.7% | +11.2% |
| YTD | +9.0% | -39.2% | +48.2% | +18.3% |
| 1Y | +21.9% | -57.7% | +79.6% | +40.8% |
| 3Y | +281.8% | -55.3% | +337.1% | +335.8% |
| All | +281.8% | -54.9% | +336.7% | +335.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling