+9.5%
S vs BLDR
-52.1%
+61.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | -7.7% | -2.8% | -4.9% | -7.3% |
| 30D | -5.3% | -13.3% | +7.9% | -3.5% |
| 3M | +20.3% | -12.3% | +32.5% | +21.5% |
| 6M | +47.4% | -31.5% | +78.8% | +55.0% |
| YTD | +32.5% | -36.1% | +68.6% | +38.7% |
| 1Y | +9.5% | -54.1% | +63.6% | +25.0% |
| All | +9.5% | -52.1% | +61.6% | +25.0% |
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