+60.2%
ROKU vs BLDR
-52.1%
+112.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.1% |
| 7D | -1.3% | -2.8% | +1.5% | -0.9% |
| 30D | +5.9% | -13.3% | +19.1% | +7.9% |
| 3M | +23.9% | -12.3% | +36.1% | +25.2% |
| 6M | +59.6% | -31.5% | +91.0% | +67.0% |
| YTD | +43.4% | -36.1% | +79.5% | +50.6% |
| 1Y | +60.2% | -54.1% | +114.2% | +76.8% |
| All | +60.2% | -52.1% | +112.2% | +76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling