+26.7%
Q vs BLDR
-47.5%
+74.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +0.9% |
| 7D | +0.2% | -2.8% | +3.1% | +1.1% |
| 30D | -11.1% | -13.3% | +2.1% | -7.3% |
| 3M | -22.1% | -12.3% | -9.9% | -19.7% |
| 6M | +0.5% | -31.5% | +31.9% | +12.4% |
| YTD | +47.8% | -36.1% | +83.9% | +68.4% |
| All | +26.7% | -47.5% | +74.3% | +45.9% |
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 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