+2,952.9%
TER vs BLDR
+414.6%
+2,538.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.5% | +3.0% | +4.9% |
| 7D | +0.6% | -2.8% | +3.5% | +1.3% |
| 30D | -8.3% | -13.3% | +5.0% | -5.4% |
| 3M | -12.2% | -12.3% | 0.0% | -10.1% |
| 6M | +17.1% | -31.5% | +48.5% | +27.4% |
| YTD | +84.7% | -36.1% | +120.7% | +103.3% |
| 1Y | +199.9% | -54.1% | +254.0% | +255.3% |
| 3Y | +232.8% | -55.8% | +288.5% | +287.6% |
| 5Y | +198.6% | +20.7% | +177.8% | +173.2% |
| 10Y | +1,669.7% | +390.2% | +1,279.5% | +1,015.2% |
| All | +2,952.9% | +414.6% | +2,538.3% | +1,205.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling