-25.6%
TGT vs BLDR
+7.7%
-33.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | 0.0% |
| 7D | -5.0% | -8.1% | +3.1% | -2.7% |
| 30D | +3.0% | -21.5% | +24.5% | +10.5% |
| 3M | +22.6% | -21.0% | +43.6% | +30.0% |
| 6M | +31.2% | -37.1% | +68.2% | +48.1% |
| YTD | +63.7% | -42.7% | +106.4% | +88.4% |
| 1Y | +78.5% | -58.0% | +136.4% | +126.5% |
| 3Y | +40.5% | -57.8% | +98.4% | +68.0% |
| 5Y | -25.6% | +10.3% | -35.9% | -43.5% |
| All | -25.6% | +7.7% | -33.3% | -43.5% |
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 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