-21.3%
IT vs BLDR
-52.1%
+30.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.5% | -7.1% | -4.9% |
| 7D | -6.0% | -2.8% | -3.2% | -5.7% |
| 30D | 0.0% | -13.3% | +13.3% | +1.3% |
| 3M | +13.1% | -12.3% | +25.3% | +13.8% |
| 6M | +11.7% | -31.5% | +43.2% | +14.6% |
| YTD | -26.1% | -36.1% | +10.0% | -24.4% |
| 1Y | -21.3% | -54.1% | +32.8% | -17.7% |
| All | -21.3% | -52.1% | +30.8% | -17.7% |
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