+625.4%
O vs BLDR
+370.3%
+255.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.0% | +0.1% |
| 7D | -0.4% | -8.2% | +7.8% | +1.0% |
| 30D | +8.3% | +16.3% | -8.0% | +5.1% |
| 3M | -4.0% | -17.0% | +13.0% | -1.4% |
| 6M | -2.6% | -17.4% | +14.8% | -0.7% |
| YTD | +9.9% | -41.6% | +51.5% | +17.9% |
| 1Y | +9.8% | -43.5% | +53.3% | +18.3% |
| 3Y | +39.7% | -51.6% | +91.4% | +49.3% |
| 5Y | +9.2% | -11.6% | +20.7% | +1.0% |
| 10Y | +81.5% | +480.9% | -399.4% | +12.4% |
| All | +625.4% | +370.3% | +255.1% | +155.2% |
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 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