+380.3%
NDAQ vs BLDR
+357.1%
+23.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | -1.6% | -2.7% | +1.1% | -1.1% |
| 30D | -1.5% | -14.7% | +13.2% | +1.0% |
| 3M | +8.0% | -20.8% | +28.9% | +11.4% |
| 6M | +7.7% | -35.3% | +43.1% | +14.4% |
| YTD | -2.3% | -40.3% | +38.0% | +4.6% |
| 1Y | +0.6% | -56.3% | +56.8% | +13.5% |
| 3Y | +90.9% | -56.1% | +147.0% | +107.7% |
| 5Y | +52.5% | +12.9% | +39.5% | +33.8% |
| 10Y | +380.3% | +386.5% | -6.2% | +210.6% |
| All | +380.3% | +357.1% | +23.2% | +210.6% |
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