+22.5%
TOST vs BLDR
-19.6%
+42.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | -0.2% |
| 7D | +9.4% | -3.7% | +13.1% | +10.3% |
| 30D | +13.5% | +16.8% | -3.3% | +8.5% |
| 3M | -0.1% | -13.7% | +13.6% | +2.8% |
| 6M | +22.5% | -21.9% | +44.3% | +27.5% |
| All | +22.5% | -19.6% | +42.0% | +27.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling