+66.2%
NDAQ vs BLDR
-11.9%
+78.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | +1.3% | -3.0% | +4.2% | +1.7% |
| 30D | +18.0% | +20.1% | -2.2% | +14.5% |
| 3M | +11.5% | -17.5% | +29.0% | +14.2% |
| 6M | +21.1% | -16.1% | +37.2% | +22.5% |
| YTD | +12.8% | -41.0% | +53.8% | +19.8% |
| 1Y | +25.7% | -41.6% | +67.3% | +33.5% |
| 3Y | +116.8% | -50.8% | +167.6% | +126.5% |
| All | +66.2% | -11.9% | +78.1% | +38.6% |
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 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