+222.0%
GLDM vs BLDR
+257.9%
-36.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.8% | +6.6% | +1.0% |
| 7D | +1.9% | +3.9% | -2.0% | +1.7% |
| 30D | -1.7% | +16.5% | -18.2% | -2.2% |
| 3M | -3.5% | -13.7% | +10.1% | -3.2% |
| 6M | -10.1% | -12.2% | +2.1% | -9.9% |
| YTD | -5.0% | -36.3% | +31.3% | -4.1% |
| 1Y | +2.8% | -41.3% | +44.1% | +3.9% |
| 3Y | +105.1% | -48.3% | +153.5% | +107.0% |
| 5Y | +124.3% | -2.6% | +126.9% | +120.8% |
| All | +222.0% | +257.9% | -36.0% | +208.0% |
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