-53.8%
TEAM vs BLDR
+16.0%
-69.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.9% | -2.1% | -5.2% |
| 7D | -5.7% | -0.3% | -5.3% | -5.5% |
| 30D | +18.3% | -16.2% | +34.6% | +25.9% |
| 3M | +80.2% | -14.4% | +94.6% | +87.2% |
| 6M | +111.0% | -32.8% | +143.8% | +136.7% |
| YTD | +8.8% | -39.2% | +48.0% | +25.0% |
| 1Y | +2.2% | -57.7% | +59.8% | +36.4% |
| 3Y | -14.6% | -55.3% | +40.7% | -2.9% |
| 5Y | -53.8% | +15.6% | -69.4% | -68.9% |
| All | -53.8% | +16.0% | -69.8% | -68.9% |
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