+66.1%
T vs BLDR
+16.0%
+50.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | 0.0% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +7.6% | -16.2% | +23.8% | +8.7% |
| 3M | +15.3% | -14.4% | +29.7% | +16.0% |
| 6M | -8.5% | -32.8% | +24.3% | -6.7% |
| YTD | +6.8% | -39.2% | +45.9% | +9.4% |
| 1Y | -7.2% | -57.7% | +50.4% | -2.8% |
| 3Y | +108.2% | -55.3% | +163.5% | +111.7% |
| 5Y | +66.1% | +15.6% | +50.4% | +35.8% |
| All | +66.1% | +16.0% | +50.1% | +35.8% |
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