+199.8%
TER vs BLDR
-52.1%
+251.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.5% | +2.9% | +4.6% |
| 7D | +0.6% | -2.8% | +3.4% | +1.5% |
| 30D | -8.3% | -13.3% | +5.0% | -4.2% |
| 3M | -12.2% | -12.3% | 0.0% | -8.5% |
| 6M | +17.0% | -31.5% | +48.5% | +31.6% |
| YTD | +84.6% | -36.1% | +120.7% | +110.5% |
| 1Y | +199.8% | -54.1% | +253.9% | +259.7% |
| All | +199.8% | -52.1% | +251.9% | +259.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling