-41.7%
TECH vs BLDR
+16.0%
-57.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +1.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +0.1% | -16.2% | +16.4% | +5.8% |
| 3M | +37.5% | -14.4% | +51.9% | +43.3% |
| 6M | +34.6% | -32.8% | +67.4% | +50.9% |
| YTD | +23.5% | -39.2% | +62.7% | +42.8% |
| 1Y | +34.4% | -57.7% | +92.1% | +76.1% |
| 3Y | +2.3% | -55.3% | +57.5% | +23.8% |
| 5Y | -41.7% | +15.6% | -57.3% | -50.8% |
| All | -41.7% | +16.0% | -57.7% | -50.8% |
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 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