+391.1%
TGT vs BLDR
+389.5%
+1.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | -0.3% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +9.5% | -16.2% | +25.7% | +12.2% |
| 3M | +32.3% | -14.4% | +46.7% | +34.6% |
| 6M | +37.0% | -32.8% | +69.8% | +43.9% |
| YTD | +71.0% | -39.2% | +110.2% | +81.6% |
| 1Y | +85.0% | -57.7% | +142.7% | +106.6% |
| 3Y | +46.8% | -55.3% | +102.1% | +60.2% |
| 5Y | -22.7% | +15.6% | -38.4% | -26.6% |
| 10Y | +216.3% | +359.8% | -143.6% | +139.3% |
| All | +391.1% | +389.5% | +1.6% | +171.8% |
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