-24.5%
GIS vs BLDR
-58.4%
+33.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.9% | +0.9% | -2.5% |
| 7D | -8.4% | -8.1% | -0.3% | -7.4% |
| 30D | -5.2% | -21.5% | +16.3% | -2.4% |
| 3M | +8.2% | -21.0% | +29.1% | +10.5% |
| 6M | -12.0% | -37.1% | +25.0% | -7.5% |
| YTD | -18.9% | -42.7% | +23.8% | -13.2% |
| All | -24.5% | -58.4% | +33.9% | -17.5% |
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