+18.0%
Q vs BLDR
-38.1%
+56.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.3% | -9.4% | -2.0% |
| 7D | -3.3% | +24.4% | -27.6% | -8.4% |
| 30D | -9.7% | +24.9% | -34.6% | -14.8% |
| 3M | -16.1% | -7.8% | -8.3% | -13.3% |
| 6M | -15.7% | -5.8% | -9.9% | -15.0% |
| YTD | +45.7% | -32.5% | +78.2% | +64.3% |
| 1Y | +18.0% | -36.7% | +54.7% | +35.7% |
| All | +18.0% | -38.1% | +56.1% | +35.7% |
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 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