+1,449.6%
NET vs BLDR
+227.2%
+1,222.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.7% |
| 7D | -7.0% | -2.8% | -4.1% | -6.2% |
| 30D | -4.8% | -13.3% | +8.5% | -1.1% |
| 3M | +3.8% | -12.3% | +16.1% | +6.2% |
| 6M | +50.0% | -31.5% | +81.5% | +63.9% |
| YTD | +41.5% | -36.1% | +77.5% | +55.2% |
| 1Y | +32.8% | -54.1% | +86.9% | +61.2% |
| 3Y | +335.9% | -55.8% | +391.6% | +402.3% |
| 5Y | +113.8% | +20.7% | +93.1% | +85.2% |
| All | +1,449.6% | +227.2% | +1,222.4% | +1,053.4% |
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 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