-5.6%
TLT vs BLDR
-38.1%
+32.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.3% | -8.5% | 0.0% |
| 7D | +1.0% | +24.4% | -23.4% | -1.0% |
| 30D | +6.0% | +24.9% | -18.9% | +3.8% |
| 3M | -0.9% | -7.8% | +6.9% | -0.7% |
| 6M | -2.3% | -5.8% | +3.5% | -2.4% |
| YTD | -3.3% | -32.5% | +29.1% | -2.6% |
| 1Y | -5.6% | -36.7% | +31.1% | -4.7% |
| All | -5.6% | -38.1% | +32.5% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling