+628.8%
O vs BLDR
+392.3%
+236.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.6% | +4.7% | +0.9% |
| 7D | +3.5% | -1.1% | +4.6% | +3.6% |
| 30D | +10.4% | +19.1% | -8.7% | +6.7% |
| 3M | -2.4% | -12.6% | +10.1% | -0.8% |
| 6M | -1.2% | -18.7% | +17.5% | +1.0% |
| YTD | +10.4% | -38.8% | +49.2% | +17.5% |
| 1Y | +11.4% | -41.2% | +52.7% | +19.2% |
| 3Y | +40.4% | -49.4% | +89.8% | +48.8% |
| 5Y | +12.1% | -6.0% | +18.1% | +2.7% |
| 10Y | +82.7% | +523.1% | -440.3% | +11.8% |
| All | +628.8% | +392.3% | +236.6% | +154.4% |
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