+479.7%
NDAQ vs BLDR
+518.5%
-38.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | 0.0% | -10.3% | +10.3% | +1.8% |
| 30D | +16.3% | +19.6% | -3.2% | +12.5% |
| 3M | +15.8% | -17.0% | +32.8% | +18.8% |
| 6M | +24.8% | -16.7% | +41.6% | +26.8% |
| YTD | +14.1% | -39.4% | +53.5% | +21.3% |
| 1Y | +26.5% | -41.7% | +68.2% | +35.3% |
| 3Y | +119.1% | -49.9% | +169.0% | +132.2% |
| 5Y | +70.9% | -7.6% | +78.5% | +55.0% |
| 10Y | +479.7% | +502.3% | -22.6% | +251.5% |
| All | +479.7% | +518.5% | -38.7% | +251.5% |
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