-35.4%
GIS vs BLDR
-56.4%
+21.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.4% |
| 7D | -8.6% | -2.7% | -5.9% | -8.4% |
| 30D | -0.5% | -14.7% | +14.3% | +0.7% |
| 3M | +11.9% | -20.8% | +32.7% | +13.4% |
| 6M | -11.6% | -35.3% | +23.8% | -9.3% |
| YTD | -16.3% | -40.3% | +24.0% | -13.7% |
| 1Y | -21.8% | -56.3% | +34.5% | -18.2% |
| All | -35.4% | -56.4% | +21.0% | -31.8% |
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