-72.0%
S vs BLDR
+20.2%
-92.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | -0.6% |
| 7D | -7.7% | -2.8% | -4.9% | -6.6% |
| 30D | -5.3% | -13.3% | +7.9% | -0.1% |
| 3M | +20.3% | -12.3% | +32.5% | +24.2% |
| 6M | +47.4% | -31.5% | +78.8% | +67.5% |
| YTD | +32.5% | -36.1% | +68.6% | +52.5% |
| 1Y | +9.5% | -54.1% | +63.6% | +47.1% |
| 3Y | +15.5% | -55.8% | +71.3% | +40.9% |
| All | -72.0% | +20.2% | -92.2% | -86.1% |
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 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