+36.3%
S vs BLDR
-42.7%
+79.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.1% |
| 7D | +1.4% | -1.1% | +2.5% | +1.6% |
| 30D | -10.8% | +19.1% | -29.9% | -12.2% |
| 3M | +5.4% | -12.6% | +18.0% | +6.9% |
| 6M | +41.2% | -18.7% | +59.9% | +43.2% |
| YTD | +56.2% | -38.8% | +95.0% | +60.5% |
| 1Y | +36.3% | -41.2% | +77.5% | +41.6% |
| All | +36.3% | -42.7% | +79.0% | +41.6% |
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 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