+13.8%
ORCL vs BLDR
-50.7%
+64.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | +8.0% | -3.0% | +10.9% | +8.3% |
| 30D | -4.0% | +20.1% | -24.1% | -7.1% |
| 3M | -19.5% | -17.5% | -2.0% | -17.6% |
| 6M | -33.5% | -16.1% | -17.4% | -32.8% |
| YTD | -34.8% | -41.0% | +6.2% | -30.8% |
| 1Y | -41.6% | -41.6% | 0.0% | -38.0% |
| 3Y | +13.8% | -50.8% | +64.6% | +18.7% |
| All | +13.8% | -50.7% | +64.5% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling