+2,058.0%
NDAQ vs BLDR
+370.3%
+1,687.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.6% | -0.3% |
| 7D | +1.7% | -8.2% | +9.9% | +3.2% |
| 30D | +16.2% | +16.3% | 0.0% | +12.7% |
| 3M | +14.0% | -17.0% | +30.9% | +17.1% |
| 6M | +22.3% | -17.4% | +39.7% | +24.6% |
| YTD | +13.0% | -41.6% | +54.6% | +21.3% |
| 1Y | +24.0% | -43.5% | +67.5% | +33.7% |
| 3Y | +117.1% | -51.6% | +168.7% | +132.9% |
| 5Y | +67.5% | -11.6% | +79.1% | +55.8% |
| 10Y | +474.3% | +480.9% | -6.6% | +244.9% |
| All | +2,058.0% | +370.3% | +1,687.7% | +763.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling