-26.6%
IT vs BLDR
-58.4%
+31.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +1.0% |
| 7D | -12.7% | -8.1% | -4.6% | -11.8% |
| 30D | -8.9% | -21.5% | +12.6% | -6.6% |
| 3M | +10.1% | -21.0% | +31.1% | +12.2% |
| 6M | +7.3% | -37.1% | +44.3% | +10.9% |
| YTD | -32.4% | -42.7% | +10.3% | -30.1% |
| 1Y | -26.6% | -58.0% | +31.3% | -24.4% |
| All | -26.6% | -58.4% | +31.8% | -24.4% |
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 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