+340.4%
RF vs BLDR
+388.1%
-47.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -1.0% |
| 7D | +1.3% | -2.8% | +4.2% | +2.3% |
| 30D | -3.6% | -13.3% | +9.7% | +1.0% |
| 3M | +8.1% | -12.3% | +20.3% | +11.3% |
| 6M | +11.5% | -31.5% | +42.9% | +24.6% |
| YTD | +15.6% | -36.1% | +51.6% | +31.3% |
| 1Y | +15.7% | -54.1% | +69.8% | +47.7% |
| 3Y | +86.9% | -55.8% | +142.7% | +127.0% |
| 5Y | +89.8% | +20.7% | +69.1% | +43.1% |
| All | +340.4% | +388.1% | -47.6% | +64.4% |
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