+1,199.2%
ROP vs BLDR
+414.6%
+784.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -3.9% |
| 7D | -4.4% | -2.8% | -1.6% | -4.1% |
| 30D | +3.2% | -13.3% | +16.5% | +5.3% |
| 3M | +23.1% | -12.3% | +35.3% | +24.7% |
| 6M | +13.3% | -31.5% | +44.8% | +18.6% |
| YTD | -7.9% | -36.1% | +28.2% | -2.9% |
| 1Y | -22.1% | -54.1% | +32.0% | -13.9% |
| 3Y | -16.8% | -55.8% | +39.0% | -10.2% |
| 5Y | -13.5% | +20.7% | -34.3% | -22.1% |
| 10Y | +137.7% | +390.2% | -252.6% | +62.2% |
| All | +1,199.2% | +414.6% | +784.5% | +528.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling