-57.4%
GNRC vs BLDR
+10.9%
-68.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.6% | +1.7% |
| 7D | -0.2% | -8.2% | +8.0% | +4.2% |
| 30D | -15.7% | -16.6% | +0.9% | -8.0% |
| 3M | -27.3% | -23.2% | -4.2% | -18.3% |
| 6M | -12.1% | -33.7% | +21.7% | +5.4% |
| YTD | +37.1% | -41.3% | +78.4% | +72.8% |
| 1Y | -0.5% | -58.8% | +58.3% | +51.9% |
| 3Y | +61.5% | -57.5% | +119.0% | +111.5% |
| All | -57.4% | +10.9% | -68.3% | -71.6% |
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