+92.9%
QQQ vs BLDR
-57.1%
+150.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.5% |
| 7D | -0.6% | -8.2% | +7.7% | +0.8% |
| 30D | -1.2% | -16.6% | +15.4% | +1.6% |
| 3M | -0.2% | -23.2% | +23.0% | +3.6% |
| 6M | +17.9% | -33.7% | +51.7% | +24.8% |
| YTD | +16.6% | -41.3% | +58.0% | +25.3% |
| 1Y | +23.0% | -58.8% | +81.8% | +40.4% |
| 3Y | +92.9% | -57.5% | +150.4% | +108.8% |
| All | +92.9% | -57.1% | +150.0% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling