+802.8%
TEAM vs BLDR
+412.8%
+390.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.3% |
| 7D | -0.4% | -2.8% | +2.4% | +0.3% |
| 30D | +67.3% | -13.3% | +80.6% | +73.4% |
| 3M | +86.8% | -12.3% | +99.0% | +90.9% |
| 6M | +146.8% | -31.5% | +178.3% | +166.1% |
| YTD | +16.9% | -36.1% | +53.0% | +27.2% |
| 1Y | +12.8% | -54.1% | +66.9% | +33.5% |
| 3Y | -7.3% | -55.8% | +48.5% | +5.8% |
| 5Y | -50.7% | +20.7% | -71.4% | -56.5% |
| 10Y | +529.8% | +390.2% | +139.6% | +275.9% |
| All | +802.8% | +412.8% | +390.0% | +376.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling