+153.2%
GEN vs BLDR
+357.1%
-203.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.1% |
| 7D | -2.9% | -2.7% | -0.2% | -2.5% |
| 30D | +2.1% | -14.7% | +16.8% | +4.6% |
| 3M | +19.7% | -20.8% | +40.5% | +23.6% |
| 6M | +33.3% | -35.3% | +68.6% | +41.4% |
| YTD | +11.1% | -40.3% | +51.4% | +19.2% |
| 1Y | +3.0% | -56.3% | +59.3% | +15.9% |
| 3Y | +57.9% | -56.1% | +114.0% | +72.6% |
| 5Y | +20.6% | +12.9% | +7.7% | +11.1% |
| 10Y | +153.2% | +386.5% | -233.2% | +62.1% |
| All | +153.2% | +357.1% | -203.9% | +62.1% |
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