-2.4%
U vs BLDR
-58.4%
+56.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.8% | -0.4% |
| 7D | 0.0% | -8.1% | +8.1% | +1.3% |
| 30D | -4.1% | -21.5% | +17.4% | -0.3% |
| 3M | +57.8% | -21.0% | +78.8% | +61.9% |
| 6M | +103.5% | -37.1% | +140.6% | +120.5% |
| YTD | -4.8% | -42.7% | +37.9% | +7.2% |
| 1Y | -2.4% | -58.0% | +55.6% | +12.6% |
| All | -2.4% | -58.4% | +56.1% | +12.6% |
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