+140.2%
NI vs BLDR
+383.3%
-243.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | 0.0% | -8.2% | +8.3% | +1.0% |
| 30D | -1.4% | -16.6% | +15.2% | +0.6% |
| 3M | -10.6% | -23.2% | +12.6% | -8.3% |
| 6M | -9.3% | -33.7% | +24.4% | -5.7% |
| YTD | +1.1% | -41.3% | +42.5% | +6.3% |
| 1Y | +3.4% | -58.8% | +62.2% | +13.2% |
| 3Y | +67.9% | -57.5% | +125.3% | +77.8% |
| 5Y | +98.0% | +12.9% | +85.1% | +77.2% |
| All | +140.2% | +383.3% | -243.2% | +80.6% |
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 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