+76.8%
GM vs BLDR
+8.3%
+68.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.9% | +6.8% | +4.1% |
| 7D | -1.1% | -8.1% | +7.1% | +1.7% |
| 30D | -3.4% | -21.5% | +18.1% | +4.5% |
| 3M | +8.7% | -21.0% | +29.7% | +15.9% |
| 6M | +15.4% | -37.1% | +52.5% | +32.5% |
| YTD | +6.6% | -42.7% | +49.3% | +24.9% |
| 1Y | +51.5% | -58.0% | +109.4% | +97.3% |
| 3Y | +169.3% | -57.8% | +227.2% | +223.2% |
| All | +76.8% | +8.3% | +68.5% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling