-15.7%
TEAM vs BLDR
-48.6%
+32.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.5% | -3.4% |
| 7D | -22.2% | -1.1% | -21.2% | -22.0% |
| 30D | -28.1% | +19.1% | -47.2% | -30.4% |
| 3M | -2.2% | -12.6% | +10.4% | -0.3% |
| 6M | +62.2% | -18.7% | +80.9% | +65.8% |
| YTD | -8.4% | -38.8% | +30.5% | -1.9% |
| 1Y | -6.6% | -41.2% | +34.6% | +0.7% |
| 3Y | -15.7% | -49.4% | +33.7% | -15.8% |
| All | -15.7% | -48.6% | +32.9% | -15.8% |
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 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