+115.1%
NOK vs BLDR
+10.9%
+104.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.4% | +2.4% | +4.4% |
| 7D | +11.0% | -8.2% | +19.2% | +12.5% |
| 30D | +7.8% | -16.6% | +24.5% | +11.0% |
| 3M | -21.0% | -23.2% | +2.2% | -18.0% |
| 6M | +40.9% | -33.7% | +74.6% | +49.5% |
| YTD | +72.0% | -41.3% | +113.4% | +85.5% |
| 1Y | +140.9% | -58.8% | +199.7% | +179.4% |
| 3Y | +194.3% | -57.5% | +251.7% | +220.8% |
| All | +115.1% | +10.9% | +104.2% | +63.1% |
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