+284.7%
P vs BLDR
-11.9%
+296.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +11.6% | -3.0% | +14.6% | +12.4% |
| 30D | -23.7% | +20.1% | -43.8% | -28.1% |
| 3M | -8.0% | -17.5% | +9.5% | -4.5% |
| 6M | +27.9% | -16.1% | +44.0% | +30.3% |
| YTD | +61.2% | -41.0% | +102.2% | +79.2% |
| 1Y | +28.6% | -41.6% | +70.2% | +42.6% |
| 3Y | +200.5% | -50.8% | +251.3% | +227.1% |
| All | +284.7% | -11.9% | +296.6% | +194.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling