+642.5%
O vs BLDR
+414.6%
+227.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.2% |
| 7D | -0.7% | -2.8% | +2.1% | -0.3% |
| 30D | -1.9% | -13.3% | +11.4% | +0.4% |
| 3M | +3.8% | -12.3% | +16.1% | +5.4% |
| 6M | -4.7% | -31.5% | +26.7% | +0.4% |
| YTD | +12.5% | -36.1% | +48.5% | +19.4% |
| 1Y | +10.8% | -54.1% | +64.9% | +24.1% |
| 3Y | +28.8% | -55.8% | +84.5% | +40.2% |
| 5Y | +13.2% | +20.7% | -7.5% | -0.6% |
| 10Y | +53.5% | +390.2% | -336.8% | -2.1% |
| All | +642.5% | +414.6% | +227.9% | +158.4% |
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