+16.1%
JPM vs BLDR
-38.1%
+54.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.3% | -5.1% | +3.0% |
| 7D | +3.8% | +24.4% | -20.6% | +0.8% |
| 30D | +6.5% | +24.9% | -18.5% | +3.3% |
| 3M | -1.0% | -7.8% | +6.8% | -0.2% |
| 6M | +15.5% | -5.8% | +21.3% | +15.0% |
| YTD | +11.4% | -32.5% | +43.8% | +17.0% |
| 1Y | +16.1% | -36.7% | +52.7% | +22.9% |
| All | +16.1% | -38.1% | +54.1% | +22.9% |
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