+43.2%
TER vs BLDR
-38.1%
+81.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +9.3% | -16.1% | -8.5% |
| 7D | -19.9% | +24.4% | -44.2% | -24.4% |
| 30D | -43.5% | +24.9% | -68.5% | -46.9% |
| 3M | -37.8% | -7.8% | -30.0% | -35.1% |
| 6M | -25.6% | -5.8% | -19.8% | -23.3% |
| YTD | +29.8% | -32.5% | +62.3% | +49.4% |
| 1Y | +43.2% | -36.7% | +79.9% | +67.4% |
| All | +43.2% | -38.1% | +81.3% | +67.4% |
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 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