+254.0%
THC vs BLDR
+20.2%
+233.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | -0.1% |
| 7D | -0.7% | -2.8% | +2.2% | +0.1% |
| 30D | +1.3% | -13.3% | +14.5% | +5.2% |
| 3M | +64.2% | -12.3% | +76.5% | +68.4% |
| 6M | +8.3% | -31.5% | +39.7% | +18.9% |
| YTD | +33.4% | -36.1% | +69.4% | +47.9% |
| 1Y | +37.7% | -54.1% | +91.8% | +68.9% |
| 3Y | +236.8% | -55.8% | +292.6% | +282.4% |
| All | +254.0% | +20.2% | +233.8% | +132.4% |
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