+1,998.4%
TER vs BLDR
+392.3%
+1,606.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.9% |
| 7D | -8.9% | -1.1% | -7.8% | -8.7% |
| 30D | -39.1% | +19.1% | -58.1% | -42.2% |
| 3M | -32.8% | -12.6% | -20.2% | -31.6% |
| 6M | -31.7% | -18.7% | -13.0% | -29.8% |
| YTD | +26.9% | -38.8% | +65.8% | +39.4% |
| 1Y | +33.6% | -41.2% | +74.8% | +47.8% |
| 3Y | +181.5% | -49.4% | +230.9% | +214.9% |
| 5Y | +76.1% | -6.0% | +82.1% | +68.4% |
| 10Y | +1,006.2% | +523.1% | +483.1% | +558.6% |
| All | +1,998.4% | +392.3% | +1,606.1% | +795.3% |
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 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