+1,895.7%
TER vs BLDR
+357.1%
+1,538.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.8% |
| 7D | +12.4% | -2.7% | +15.1% | +13.3% |
| 30D | +5.1% | -14.7% | +19.8% | +10.7% |
| 3M | +4.0% | -20.8% | +24.8% | +11.6% |
| 6M | +29.5% | -35.3% | +64.9% | +49.7% |
| YTD | +98.5% | -40.3% | +138.8% | +134.3% |
| 1Y | +234.1% | -56.3% | +290.4% | +338.3% |
| 3Y | +289.0% | -56.1% | +345.1% | +383.5% |
| 5Y | +228.2% | +12.9% | +215.3% | +179.8% |
| 10Y | +1,895.7% | +386.5% | +1,509.2% | +900.7% |
| All | +1,895.7% | +357.1% | +1,538.6% | +900.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling