+21.8%
GEN vs BLDR
-38.1%
+59.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.3% | -5.3% | +1.8% |
| 7D | +26.9% | +24.4% | +2.5% | +20.8% |
| 30D | +38.6% | +24.9% | +13.7% | +31.8% |
| 3M | +9.7% | -7.8% | +17.5% | +8.8% |
| 6M | +58.9% | -5.8% | +64.7% | +55.2% |
| YTD | +15.3% | -32.5% | +47.8% | +21.8% |
| 1Y | +21.8% | -36.7% | +58.5% | +30.4% |
| All | +21.8% | -38.1% | +59.9% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling