+284.9%
IR vs BLDR
+326.3%
-41.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.2% | 0.0% |
| 7D | +0.6% | -0.3% | +1.0% | +0.7% |
| 30D | -13.6% | -16.2% | +2.6% | -8.5% |
| 3M | +3.7% | -14.4% | +18.1% | +8.4% |
| 6M | -13.1% | -32.8% | +19.7% | -1.8% |
| YTD | -5.1% | -39.2% | +34.1% | +10.3% |
| 1Y | -6.5% | -57.7% | +51.2% | +22.0% |
| 3Y | +8.5% | -55.3% | +63.8% | +32.1% |
| 5Y | +43.3% | +15.6% | +27.7% | +20.3% |
| All | +284.9% | +326.3% | -41.4% | +92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling