+2,078.5%
NDAQ vs BLDR
+387.6%
+1,690.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | 0.0% | -10.3% | +10.3% | +1.9% |
| 30D | +16.3% | +19.6% | -3.2% | +12.3% |
| 3M | +15.8% | -17.0% | +32.8% | +19.0% |
| 6M | +24.8% | -16.7% | +41.6% | +27.0% |
| YTD | +14.1% | -39.4% | +53.5% | +21.7% |
| 1Y | +26.5% | -41.7% | +68.2% | +35.7% |
| 3Y | +119.1% | -49.9% | +169.0% | +133.6% |
| 5Y | +70.9% | -7.6% | +78.5% | +57.8% |
| 10Y | +479.7% | +502.3% | -22.6% | +245.9% |
| All | +2,078.5% | +387.6% | +1,690.8% | +765.6% |
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 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