-68.6%
S vs BLDR
-2.4%
-66.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.5% | +2.6% | +5.9% |
| 7D | +1.6% | -2.7% | +4.3% | +2.5% |
| 30D | -10.5% | +24.8% | -35.3% | -18.9% |
| 3M | +9.9% | -11.7% | +21.6% | +13.5% |
| 6M | +41.8% | -14.8% | +56.5% | +45.7% |
| YTD | +56.8% | -35.9% | +92.7% | +77.5% |
| 1Y | +39.0% | -39.7% | +78.7% | +61.5% |
| 3Y | +53.8% | -45.6% | +99.4% | +63.7% |
| 5Y | -68.6% | -2.5% | -66.1% | -81.9% |
| All | -68.6% | -2.4% | -66.2% | -81.9% |
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