+949.3%
JBL vs BLDR
+374.7%
+574.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | +6.3% | -3.0% | +9.3% | +7.1% |
| 30D | -13.5% | +20.1% | -33.6% | -18.3% |
| 3M | -31.3% | -17.5% | -13.8% | -28.9% |
| 6M | -28.4% | -16.1% | -12.3% | -26.8% |
| YTD | +11.6% | -41.0% | +52.6% | +23.6% |
| 1Y | +26.1% | -41.6% | +67.7% | +39.7% |
| 3Y | +97.4% | -50.8% | +148.2% | +120.6% |
| 5Y | +301.0% | -10.8% | +311.8% | +276.4% |
| 10Y | +1,151.1% | +486.3% | +664.8% | +609.6% |
| All | +949.3% | +374.7% | +574.6% | +275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling