+705.4%
NRG vs BLDR
+361.3%
+344.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.9% | +0.7% | -2.6% |
| 7D | -0.2% | -8.1% | +7.9% | +1.2% |
| 30D | -6.8% | -21.5% | +14.7% | -3.1% |
| 3M | -7.1% | -21.0% | +13.8% | -4.0% |
| 6M | -27.6% | -37.1% | +9.5% | -22.5% |
| YTD | -29.2% | -42.7% | +13.5% | -23.4% |
| 1Y | -29.9% | -58.0% | +28.1% | -20.6% |
| 3Y | +198.7% | -57.8% | +256.5% | +230.8% |
| 5Y | +192.9% | +10.3% | +182.6% | +172.2% |
| 10Y | +1,084.1% | +367.3% | +716.9% | +735.8% |
| All | +705.4% | +361.3% | +344.1% | +310.6% |
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