+1,433.0%
TRV vs BLDR
+389.5%
+1,043.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.3% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -4.9% | -16.2% | +11.4% | -2.6% |
| 3M | +23.7% | -14.4% | +38.2% | +25.7% |
| 6M | +20.3% | -32.8% | +53.1% | +25.9% |
| YTD | +27.1% | -39.2% | +66.2% | +34.4% |
| 1Y | +35.3% | -57.7% | +93.0% | +50.3% |
| 3Y | +139.8% | -55.3% | +195.1% | +156.7% |
| 5Y | +153.9% | +15.6% | +138.2% | +129.2% |
| 10Y | +285.9% | +359.8% | -74.0% | +169.3% |
| All | +1,433.0% | +389.5% | +1,043.5% | +613.7% |
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 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