-5.4%
JD vs BLDR
-52.1%
+46.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.8% |
| 7D | -1.7% | -2.8% | +1.2% | -1.5% |
| 30D | -13.2% | -13.3% | +0.1% | -12.6% |
| 3M | -3.2% | -12.3% | +9.1% | -3.2% |
| 6M | +15.2% | -31.5% | +46.7% | +18.5% |
| YTD | +2.0% | -36.1% | +38.0% | +5.6% |
| 1Y | -5.4% | -54.1% | +48.7% | +1.5% |
| All | -5.4% | -52.1% | +46.7% | +1.5% |
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