-52.0%
ROKU vs BLDR
+10.9%
-62.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.8% | -0.5% |
| 7D | -0.4% | -8.2% | +7.8% | +3.3% |
| 30D | +2.1% | -16.6% | +18.7% | +10.0% |
| 3M | +29.5% | -23.2% | +52.7% | +41.8% |
| 6M | +53.8% | -33.7% | +87.5% | +78.6% |
| YTD | +42.8% | -41.3% | +84.1% | +72.7% |
| 1Y | +60.7% | -58.8% | +119.5% | +130.7% |
| 3Y | +83.9% | -57.5% | +141.3% | +131.0% |
| All | -52.0% | +10.9% | -62.9% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling