+558.6%
QQQ vs BLDR
+383.3%
+175.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | -0.6% | -8.2% | +7.7% | +1.3% |
| 30D | -1.2% | -16.6% | +15.4% | +2.6% |
| 3M | -0.2% | -23.2% | +23.0% | +4.9% |
| 6M | +17.9% | -33.7% | +51.7% | +27.3% |
| YTD | +16.6% | -41.3% | +58.0% | +28.5% |
| 1Y | +23.0% | -58.8% | +81.8% | +46.3% |
| 3Y | +92.9% | -57.5% | +150.4% | +117.6% |
| 5Y | +95.6% | +12.9% | +82.7% | +70.0% |
| All | +558.6% | +383.3% | +175.2% | +306.4% |
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 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