-14.6%
TEAM vs BLDR
-54.9%
+40.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.9% | -2.1% | -6.0% |
| 7D | -5.7% | -0.3% | -5.3% | -5.6% |
| 30D | +18.3% | -16.2% | +34.6% | +22.2% |
| 3M | +80.2% | -14.4% | +94.6% | +83.8% |
| 6M | +111.0% | -32.8% | +143.8% | +125.0% |
| YTD | +8.8% | -39.2% | +48.0% | +17.7% |
| 1Y | +2.2% | -57.7% | +59.8% | +21.0% |
| 3Y | -14.6% | -55.3% | +40.7% | -8.5% |
| All | -14.6% | -54.9% | +40.2% | -8.5% |
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