+26.5%
ON vs BLDR
-7.0%
+33.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.7% | +6.2% |
| 7D | +3.3% | -10.3% | +13.6% | +8.7% |
| 30D | -3.1% | +19.6% | -22.7% | -12.4% |
| 3M | -9.2% | -17.0% | +7.8% | -2.9% |
| 6M | -31.4% | -16.7% | -14.6% | -28.5% |
| YTD | +36.0% | -39.4% | +75.4% | +62.7% |
| 1Y | +52.0% | -41.7% | +93.7% | +85.0% |
| 3Y | +9.3% | -49.9% | +59.1% | +30.3% |
| 5Y | +26.5% | -7.6% | +34.1% | -3.1% |
| All | +26.5% | -7.0% | +33.5% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling