+50.6%
LYB vs BLDR
-38.1%
+88.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +9.3% | -14.0% | -4.0% |
| 7D | -6.2% | +24.4% | -30.6% | -4.5% |
| 30D | +6.3% | +24.9% | -18.6% | +8.1% |
| 3M | +4.1% | -7.8% | +11.9% | +3.6% |
| 6M | -15.5% | -5.8% | -9.7% | -15.9% |
| YTD | +50.2% | -32.5% | +82.7% | +65.9% |
| 1Y | +50.6% | -36.7% | +87.3% | +72.9% |
| All | +50.6% | -38.1% | +88.7% | +72.9% |
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