+227.5%
LOW vs BLDR
+383.3%
-155.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.7% |
| 7D | -3.7% | -8.2% | +4.5% | -0.8% |
| 30D | -8.9% | -16.6% | +7.8% | -3.0% |
| 3M | -10.4% | -23.2% | +12.8% | -2.5% |
| 6M | -19.4% | -33.7% | +14.3% | -8.2% |
| YTD | -17.1% | -41.3% | +24.2% | -2.1% |
| 1Y | -26.3% | -58.8% | +32.5% | -2.1% |
| 3Y | -9.9% | -57.5% | +47.6% | +12.6% |
| 5Y | +6.1% | +12.9% | -6.8% | -10.6% |
| All | +227.5% | +383.3% | -155.8% | +51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling