+17.5%
P vs BLDR
-38.1%
+55.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +9.3% | -14.3% | -4.5% |
| 7D | -19.4% | +24.4% | -43.7% | -18.9% |
| 30D | -22.3% | +24.9% | -47.2% | -21.7% |
| 3M | +33.2% | -7.8% | +41.0% | +36.5% |
| 6M | +53.6% | -5.8% | +59.4% | +56.0% |
| YTD | +66.8% | -32.5% | +99.2% | +72.9% |
| 1Y | +17.5% | -36.7% | +54.2% | +21.0% |
| All | +17.5% | -38.1% | +55.6% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling