+239.8%
RF vs BLDR
+554.2%
-314.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | +0.9% |
| 7D | +0.3% | -1.1% | +1.4% | +0.4% |
| 30D | +6.2% | +19.1% | -12.9% | -1.2% |
| 3M | -7.8% | -12.6% | +4.7% | -4.8% |
| 6M | +5.9% | -18.7% | +24.6% | +10.6% |
| YTD | +9.0% | -38.8% | +47.9% | +24.5% |
| 1Y | +19.3% | -41.2% | +60.5% | +37.8% |
| 3Y | +116.4% | -49.4% | +165.8% | +147.8% |
| 5Y | +46.0% | -6.0% | +52.0% | +20.7% |
| 10Y | +239.8% | +523.1% | -283.3% | +19.6% |
| All | +239.8% | +554.2% | -314.4% | +19.6% |
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