+14.1%
QCOM vs BLDR
-11.9%
+26.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -2.9% |
| 7D | +4.3% | -3.0% | +7.2% | +5.2% |
| 30D | -0.1% | +20.1% | -20.2% | -7.0% |
| 3M | +5.2% | -17.5% | +22.7% | +10.8% |
| 6M | -18.4% | -16.1% | -2.3% | -15.9% |
| YTD | +2.4% | -41.0% | +43.4% | +17.4% |
| 1Y | +0.9% | -41.6% | +42.5% | +15.6% |
| 3Y | +48.4% | -50.8% | +99.2% | +67.8% |
| All | +14.1% | -11.9% | +26.0% | -13.8% |
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