+90.0%
RSG vs BLDR
+10.9%
+79.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | 0.0% | -8.2% | +8.3% | +0.5% |
| 30D | +4.0% | -16.6% | +20.6% | +5.0% |
| 3M | +7.4% | -23.2% | +30.5% | +8.7% |
| 6M | +0.1% | -33.7% | +33.8% | +2.1% |
| YTD | +6.0% | -41.3% | +47.3% | +8.8% |
| 1Y | -3.0% | -58.8% | +55.8% | +1.9% |
| 3Y | +56.5% | -57.5% | +113.9% | +60.3% |
| All | +90.0% | +10.9% | +79.1% | +64.3% |
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