+427.0%
GE vs BLDR
-7.0%
+434.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.4% | +1.7% |
| 7D | +4.0% | -10.3% | +14.3% | +6.8% |
| 30D | +11.1% | +19.6% | -8.5% | +5.7% |
| 3M | -6.7% | -17.0% | +10.3% | -3.2% |
| 6M | +14.3% | -16.7% | +31.0% | +17.7% |
| YTD | +11.7% | -39.4% | +51.2% | +23.3% |
| 1Y | +10.9% | -41.7% | +52.6% | +23.1% |
| 3Y | +279.0% | -49.9% | +328.9% | +310.5% |
| 5Y | +427.0% | -7.6% | +434.6% | +311.6% |
| All | +427.0% | -7.0% | +434.0% | +311.6% |
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