+14.0%
JPM vs BLDR
-42.6%
+56.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | +3.5% | -3.0% | +6.5% | +3.9% |
| 30D | +3.3% | +20.1% | -16.9% | +0.9% |
| 3M | -4.2% | -17.5% | +13.3% | -1.9% |
| 6M | +16.4% | -16.1% | +32.5% | +17.5% |
| YTD | +9.5% | -41.0% | +50.5% | +17.2% |
| 1Y | +14.0% | -41.6% | +55.6% | +21.9% |
| All | +14.0% | -42.6% | +56.6% | +21.9% |
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