+1,433.6%
ON vs BLDR
+414.6%
+1,019.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.3% |
| 7D | +2.4% | -2.8% | +5.3% | +3.2% |
| 30D | -3.3% | -13.3% | +10.0% | 0.0% |
| 3M | -43.6% | -12.3% | -31.3% | -42.4% |
| 6M | +19.0% | -31.5% | +50.4% | +29.1% |
| YTD | +37.4% | -36.1% | +73.4% | +51.0% |
| 1Y | +54.8% | -54.1% | +108.8% | +84.7% |
| 3Y | -25.2% | -55.8% | +30.6% | -11.3% |
| 5Y | +62.7% | +20.7% | +42.0% | +50.3% |
| 10Y | +574.3% | +390.2% | +184.1% | +341.3% |
| All | +1,433.6% | +414.6% | +1,019.0% | +535.2% |
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