+49.9%
TRV vs BLDR
-38.1%
+87.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.3% | -5.8% | +3.0% |
| 7D | +3.9% | +24.4% | -20.5% | +2.7% |
| 30D | +13.5% | +24.9% | -11.5% | +12.1% |
| 3M | +8.9% | -7.8% | +16.7% | +8.7% |
| 6M | +36.8% | -5.8% | +42.5% | +35.8% |
| YTD | +42.7% | -32.5% | +75.1% | +43.7% |
| 1Y | +49.9% | -36.7% | +86.5% | +51.4% |
| All | +49.9% | -38.1% | +87.9% | +51.4% |
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 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