+55.0%
JD vs BLDR
+833.1%
-778.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.5% | -8.0% | -3.6% |
| 7D | +7.9% | -2.7% | +10.6% | +8.2% |
| 30D | +4.8% | +24.8% | -20.1% | -0.2% |
| 3M | -13.9% | -11.7% | -2.2% | -12.6% |
| 6M | -5.8% | -14.8% | +9.0% | -4.8% |
| YTD | +2.4% | -35.9% | +38.3% | +8.8% |
| 1Y | -7.5% | -39.7% | +32.2% | -0.7% |
| 3Y | +20.9% | -45.6% | +66.5% | +27.9% |
| 5Y | -58.0% | -2.5% | -55.5% | -61.5% |
| 10Y | +28.9% | +597.4% | -568.5% | -20.5% |
| All | +55.0% | +833.1% | -778.1% | -7.0% |
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