+116.0%
INTC vs BLDR
+13.4%
+102.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.2% |
| 7D | +18.0% | -2.7% | +20.7% | +18.7% |
| 30D | +8.9% | -14.7% | +23.7% | +13.6% |
| 3M | -1.6% | -20.8% | +19.3% | +4.3% |
| 6M | +133.1% | -35.3% | +168.4% | +160.2% |
| YTD | +187.9% | -40.3% | +228.2% | +228.7% |
| 1Y | +334.7% | -56.3% | +391.0% | +442.5% |
| 3Y | +184.2% | -56.1% | +240.3% | +235.6% |
| 5Y | +116.0% | +12.9% | +103.1% | +75.8% |
| All | +116.0% | +13.4% | +102.6% | +75.8% |
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 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