+842.2%
NI vs BLDR
+414.6%
+427.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.2% | -0.9% |
| 7D | +2.0% | -2.8% | +4.9% | +2.3% |
| 30D | -3.5% | -13.3% | +9.7% | -2.3% |
| 3M | -9.1% | -12.3% | +3.1% | -8.3% |
| 6M | -11.8% | -31.5% | +19.6% | -9.2% |
| YTD | +1.1% | -36.1% | +37.2% | +4.5% |
| 1Y | +6.7% | -54.1% | +60.8% | +13.6% |
| 3Y | +71.1% | -55.8% | +126.8% | +79.3% |
| 5Y | +94.3% | +20.7% | +73.6% | +81.1% |
| 10Y | +135.8% | +390.2% | -254.5% | +83.6% |
| All | +842.2% | +414.6% | +427.6% | +459.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling