+97.2%
NI vs BLDR
+10.9%
+86.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.2% |
| 7D | 0.0% | -8.2% | +8.3% | +0.7% |
| 30D | -1.4% | -16.6% | +15.2% | 0.0% |
| 3M | -10.6% | -23.2% | +12.6% | -8.9% |
| 6M | -9.3% | -33.7% | +24.4% | -6.7% |
| YTD | +1.1% | -41.3% | +42.5% | +4.9% |
| 1Y | +3.4% | -58.8% | +62.2% | +10.4% |
| 3Y | +67.9% | -57.5% | +125.3% | +73.9% |
| All | +97.2% | +10.9% | +86.3% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling