+16.7%
S vs BLDR
-53.1%
+69.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | -0.3% |
| 7D | -7.7% | -2.8% | -4.9% | -7.0% |
| 30D | -5.3% | -13.3% | +7.9% | -1.9% |
| 3M | +20.3% | -12.3% | +32.5% | +22.9% |
| 6M | +47.4% | -31.5% | +78.8% | +61.1% |
| YTD | +32.5% | -36.1% | +68.6% | +46.0% |
| 1Y | +9.5% | -54.1% | +63.6% | +34.8% |
| All | +16.7% | -53.1% | +69.7% | +31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling