+327.1%
NET vs BLDR
-55.3%
+382.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.4% |
| 7D | -7.0% | -2.8% | -4.1% | -6.5% |
| 30D | -4.8% | -13.3% | +8.5% | -2.4% |
| 3M | +3.8% | -12.3% | +16.1% | +5.4% |
| 6M | +50.0% | -31.5% | +81.5% | +59.6% |
| YTD | +41.5% | -36.1% | +77.5% | +50.4% |
| 1Y | +32.8% | -54.1% | +86.9% | +54.0% |
| All | +327.1% | -55.3% | +382.4% | +320.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling