+2,771.1%
NOW vs BLDR
+1,264.9%
+1,506.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -3.5% |
| 7D | -2.4% | -2.8% | +0.5% | -1.8% |
| 30D | +20.5% | -13.3% | +33.8% | +24.0% |
| 3M | +18.3% | -12.3% | +30.6% | +20.3% |
| 6M | +24.1% | -31.5% | +55.5% | +31.9% |
| YTD | -7.8% | -36.1% | +28.3% | -1.3% |
| 1Y | -21.4% | -54.1% | +32.7% | -10.0% |
| 3Y | +19.5% | -55.8% | +75.3% | +32.5% |
| 5Y | +4.1% | +20.7% | -16.7% | -8.3% |
| 10Y | +826.4% | +390.2% | +436.2% | +483.0% |
| All | +2,771.1% | +1,264.9% | +1,506.2% | +1,482.7% |
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