+29.9%
TECH vs BLDR
-47.3%
+77.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -1.6% |
| 7D | +0.2% | -2.7% | +2.9% | +0.7% |
| 30D | +0.5% | +24.8% | -24.3% | -7.1% |
| 3M | +0.9% | -11.7% | +12.5% | +3.7% |
| 6M | +51.0% | -14.8% | +65.8% | +56.0% |
| YTD | +24.4% | -35.9% | +60.3% | +40.6% |
| 1Y | +27.6% | -39.7% | +67.3% | +47.2% |
| 3Y | +29.9% | -45.6% | +75.5% | +43.5% |
| All | +29.9% | -47.3% | +77.2% | +43.5% |
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