+607.6%
TEAM vs BLDR
+390.5%
+217.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.5% | -2.9% |
| 7D | -22.2% | -1.1% | -21.2% | -22.0% |
| 30D | -28.1% | +19.1% | -47.2% | -31.8% |
| 3M | -2.2% | -12.6% | +10.4% | +0.2% |
| 6M | +62.2% | -18.7% | +80.9% | +67.1% |
| YTD | -8.4% | -38.8% | +30.5% | -0.1% |
| 1Y | -6.6% | -41.2% | +34.6% | +2.7% |
| 3Y | -15.7% | -49.4% | +33.7% | -8.0% |
| 5Y | -65.7% | -6.0% | -59.8% | -68.6% |
| 10Y | +441.0% | +523.1% | -82.1% | +199.2% |
| All | +607.6% | +390.5% | +217.1% | +274.4% |
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