+103.1%
NI vs BLDR
-50.7%
+153.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | +4.3% | -3.0% | +7.3% | +4.5% |
| 30D | +12.4% | +20.1% | -7.7% | +11.2% |
| 3M | +10.2% | -17.5% | +27.7% | +11.1% |
| 6M | -0.8% | -16.1% | +15.3% | -0.2% |
| YTD | +13.2% | -41.0% | +54.3% | +15.7% |
| 1Y | +10.1% | -41.6% | +51.7% | +12.5% |
| 3Y | +103.1% | -50.8% | +153.9% | +88.9% |
| All | +103.1% | -50.7% | +153.8% | +88.9% |
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