+1,358.3%
RSG vs BLDR
+389.5%
+968.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | 0.0% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +3.3% | -16.2% | +19.5% | +5.1% |
| 3M | +8.5% | -14.4% | +22.9% | +9.8% |
| 6M | -3.5% | -32.8% | +29.3% | -0.2% |
| YTD | +5.5% | -39.2% | +44.7% | +10.0% |
| 1Y | -1.7% | -57.7% | +56.0% | +6.3% |
| 3Y | +56.9% | -55.3% | +112.2% | +64.6% |
| 5Y | +89.4% | +15.6% | +73.8% | +74.6% |
| 10Y | +412.5% | +359.8% | +52.7% | +284.8% |
| All | +1,358.3% | +389.5% | +968.8% | +686.2% |
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