+93.7%
META vs BLDR
-7.0%
+100.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.7% |
| 7D | -0.2% | -10.3% | +10.1% | +3.1% |
| 30D | -15.4% | +19.6% | -34.9% | -20.7% |
| 3M | +5.0% | -17.0% | +22.0% | +10.0% |
| 6M | +5.2% | -16.7% | +21.9% | +8.4% |
| YTD | -4.5% | -39.4% | +34.9% | +7.5% |
| 1Y | +0.6% | -41.7% | +42.3% | +14.2% |
| 3Y | +93.1% | -49.9% | +142.9% | +105.8% |
| 5Y | +93.7% | -7.6% | +101.3% | +36.7% |
| All | +93.7% | -7.0% | +100.7% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling