+83.4%
JNJ vs BLDR
+7.7%
+75.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.7% | -0.2% |
| 7D | -4.3% | -8.1% | +3.8% | -4.1% |
| 30D | +3.0% | -21.5% | +24.5% | +3.6% |
| 3M | +12.2% | -21.0% | +33.2% | +12.8% |
| 6M | +10.5% | -37.1% | +47.5% | +11.5% |
| YTD | +30.8% | -42.7% | +73.5% | +32.2% |
| 1Y | +54.9% | -58.0% | +112.9% | +57.9% |
| 3Y | +80.7% | -57.8% | +138.5% | +83.1% |
| 5Y | +83.4% | +10.3% | +73.1% | +71.5% |
| All | +83.4% | +7.7% | +75.7% | +71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling