+202.8%
TER vs BLDR
+20.2%
+182.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.5% | +3.0% | +4.5% |
| 7D | +0.6% | -2.8% | +3.5% | +1.8% |
| 30D | -8.3% | -13.3% | +5.0% | -3.3% |
| 3M | -12.2% | -12.3% | 0.0% | -8.8% |
| 6M | +17.1% | -31.5% | +48.5% | +34.8% |
| YTD | +84.7% | -36.1% | +120.7% | +116.3% |
| 1Y | +199.9% | -54.1% | +254.0% | +299.7% |
| 3Y | +232.8% | -55.8% | +288.5% | +315.7% |
| All | +202.8% | +20.2% | +182.7% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling