+58.1%
GEN vs BLDR
-54.9%
+113.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.1% | -1.9% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | +2.6% | -16.2% | +18.9% | +5.7% |
| 3M | +15.8% | -14.4% | +30.2% | +18.0% |
| 6M | +33.1% | -32.8% | +65.9% | +41.3% |
| YTD | +11.3% | -39.2% | +50.5% | +20.2% |
| 1Y | +1.7% | -57.7% | +59.3% | +17.0% |
| 3Y | +58.1% | -55.3% | +113.4% | +62.1% |
| All | +58.1% | -54.9% | +113.0% | +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 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