+296.3%
GEN vs BLDR
+387.6%
-91.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.2% |
| 7D | -0.8% | -10.3% | +9.5% | +0.5% |
| 30D | +31.2% | +19.6% | +11.6% | +28.3% |
| 3M | +6.1% | -17.0% | +23.1% | +8.3% |
| 6M | +38.1% | -16.7% | +54.8% | +40.3% |
| YTD | +14.4% | -39.4% | +53.8% | +20.3% |
| 1Y | +15.1% | -41.7% | +56.8% | +21.5% |
| 3Y | +68.5% | -49.9% | +118.4% | +77.9% |
| 5Y | +35.8% | -7.6% | +43.4% | +30.9% |
| 10Y | +155.4% | +502.3% | -346.9% | +87.4% |
| All | +296.3% | +387.6% | -91.3% | +109.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling