+668.3%
TECH vs BLDR
+392.3%
+276.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.6% | +4.6% | +0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +0.2% |
| 30D | +0.5% | +19.1% | -18.6% | -2.0% |
| 3M | +1.1% | -12.6% | +13.7% | +2.2% |
| 6M | +51.0% | -18.7% | +69.7% | +53.6% |
| YTD | +24.4% | -38.8% | +63.2% | +30.4% |
| 1Y | +27.4% | -41.2% | +68.7% | +34.2% |
| 3Y | +28.5% | -49.4% | +77.9% | +36.7% |
| 5Y | -40.9% | -6.0% | -34.9% | -41.6% |
| 10Y | +192.5% | +523.1% | -330.6% | +134.1% |
| All | +668.3% | +392.3% | +276.1% | +433.7% |
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