+652.6%
P vs BLDR
+554.2%
+98.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | +0.6% |
| 7D | -13.3% | -1.1% | -12.3% | -13.1% |
| 30D | -34.0% | +19.1% | -53.1% | -38.4% |
| 3M | +4.1% | -12.6% | +16.7% | +6.6% |
| 6M | +30.5% | -18.7% | +49.2% | +34.5% |
| YTD | +52.2% | -38.8% | +91.0% | +69.3% |
| 1Y | +10.3% | -41.2% | +51.5% | +23.6% |
| 3Y | +180.9% | -49.4% | +230.2% | +211.3% |
| 5Y | +259.7% | -6.0% | +265.7% | +199.2% |
| 10Y | +652.6% | +523.1% | +129.6% | +225.9% |
| All | +652.6% | +554.2% | +98.5% | +225.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling