-16.5%
IT vs BLDR
-42.6%
+26.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +1.1% | -3.0% | +4.1% | +1.6% |
| 30D | -1.8% | +20.1% | -22.0% | -3.9% |
| 3M | +4.8% | -17.5% | +22.3% | +6.4% |
| 6M | +33.0% | -16.1% | +49.1% | +33.9% |
| YTD | -23.8% | -41.0% | +17.2% | -22.5% |
| 1Y | -16.5% | -41.6% | +25.1% | -15.5% |
| All | -16.5% | -42.6% | +26.0% | -15.5% |
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