+26.5%
NDAQ vs BLDR
-42.4%
+68.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | 0.0% | -10.3% | +10.3% | +0.5% |
| 30D | +16.3% | +19.6% | -3.2% | +15.6% |
| 3M | +15.8% | -17.0% | +32.8% | +15.4% |
| 6M | +24.8% | -16.7% | +41.6% | +23.9% |
| YTD | +14.1% | -39.4% | +53.5% | +12.7% |
| 1Y | +26.5% | -41.7% | +68.2% | +25.4% |
| All | +26.5% | -42.4% | +68.9% | +25.4% |
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