-8.8%
IT vs BLDR
-38.1%
+29.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.3% | -7.8% | -0.3% |
| 7D | -5.5% | +24.4% | -29.8% | -8.7% |
| 30D | +10.3% | +24.9% | -14.6% | +6.3% |
| 3M | +11.5% | -7.8% | +19.3% | +10.6% |
| 6M | +40.3% | -5.8% | +46.0% | +37.9% |
| YTD | -17.9% | -32.5% | +14.6% | -18.4% |
| 1Y | -8.8% | -36.7% | +27.9% | -7.9% |
| All | -8.8% | -38.1% | +29.3% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling