+234.1%
TER vs BLDR
-58.0%
+292.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.7% |
| 7D | +12.4% | -2.7% | +15.1% | +13.2% |
| 30D | +5.1% | -14.7% | +19.8% | +10.1% |
| 3M | +4.0% | -20.8% | +24.8% | +12.1% |
| 6M | +29.5% | -35.3% | +64.9% | +48.0% |
| YTD | +98.5% | -40.3% | +138.8% | +130.9% |
| 1Y | +234.1% | -56.3% | +290.4% | +298.9% |
| All | +234.1% | -58.0% | +292.1% | +298.9% |
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