+436.7%
GE vs BLDR
+16.0%
+420.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.6% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | -9.5% | -16.2% | +6.7% | -5.7% |
| 3M | +4.1% | -14.4% | +18.5% | +7.3% |
| 6M | +3.9% | -32.8% | +36.7% | +13.3% |
| YTD | +9.0% | -39.2% | +48.2% | +21.0% |
| 1Y | +21.9% | -57.7% | +79.6% | +47.2% |
| 3Y | +281.8% | -55.3% | +337.1% | +330.0% |
| 5Y | +436.7% | +15.6% | +421.1% | +298.7% |
| All | +436.7% | +16.0% | +420.7% | +298.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling