+401.3%
GH vs BLDR
+363.0%
+38.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.7% |
| 7D | -0.1% | -2.8% | +2.8% | +0.8% |
| 30D | -1.1% | -13.3% | +12.2% | +3.7% |
| 3M | +21.3% | -12.3% | +33.6% | +24.8% |
| 6M | +73.5% | -31.5% | +105.0% | +94.6% |
| YTD | +58.0% | -36.1% | +94.1% | +80.2% |
| 1Y | +163.1% | -54.1% | +217.1% | +235.4% |
| 3Y | +361.0% | -55.8% | +416.8% | +466.7% |
| 5Y | +22.5% | +20.7% | +1.8% | +0.5% |
| All | +401.3% | +363.0% | +38.3% | +104.3% |
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