+56.9%
ON vs BLDR
+13.4%
+43.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.8% |
| 7D | -1.9% | -2.7% | +0.8% | -0.6% |
| 30D | -11.0% | -14.7% | +3.7% | -4.6% |
| 3M | -39.3% | -20.8% | -18.5% | -33.9% |
| 6M | +19.8% | -35.3% | +55.2% | +42.9% |
| YTD | +31.1% | -40.3% | +71.4% | +60.5% |
| 1Y | +46.0% | -56.3% | +102.3% | +109.3% |
| 3Y | -27.5% | -56.1% | +28.6% | -5.4% |
| 5Y | +56.9% | +12.9% | +44.0% | +13.3% |
| All | +56.9% | +13.4% | +43.5% | +13.3% |
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