+715.0%
P vs BLDR
+359.8%
+355.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +3.2% |
| 7D | +7.8% | -0.3% | +8.2% | +7.9% |
| 30D | +12.3% | -16.2% | +28.5% | +18.4% |
| 3M | +37.1% | -14.4% | +51.5% | +41.6% |
| 6M | +66.1% | -32.8% | +98.9% | +84.1% |
| YTD | +50.9% | -39.2% | +90.1% | +71.1% |
| 1Y | +27.2% | -57.7% | +84.9% | +62.1% |
| 3Y | +158.7% | -55.3% | +213.9% | +203.9% |
| 5Y | +291.1% | +15.6% | +275.5% | +205.2% |
| 10Y | +715.0% | +359.8% | +355.2% | +254.9% |
| All | +715.0% | +359.8% | +355.2% | +254.9% |
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