+20.3%
JPM vs BLDR
-52.1%
+72.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.5% | -1.2% |
| 7D | +0.3% | -2.8% | +3.1% | +0.6% |
| 30D | -0.2% | -13.3% | +13.1% | +1.2% |
| 3M | +15.9% | -12.3% | +28.1% | +16.7% |
| 6M | +20.9% | -31.5% | +52.4% | +24.5% |
| YTD | +12.9% | -36.1% | +48.9% | +17.7% |
| 1Y | +20.3% | -54.1% | +74.4% | +19.8% |
| All | +20.3% | -52.1% | +72.4% | +19.8% |
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