-68.3%
U vs BLDR
+13.4%
-81.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.5% |
| 7D | +4.4% | -2.7% | +7.1% | +5.7% |
| 30D | -1.3% | -14.7% | +13.4% | +6.7% |
| 3M | +49.6% | -20.8% | +70.4% | +64.0% |
| 6M | +100.2% | -35.3% | +135.5% | +141.5% |
| YTD | -3.7% | -40.3% | +36.6% | +20.2% |
| 1Y | -6.5% | -56.3% | +49.8% | +39.5% |
| 3Y | +12.9% | -56.1% | +69.0% | +45.7% |
| 5Y | -68.3% | +12.9% | -81.2% | -82.4% |
| All | -68.3% | +13.4% | -81.7% | -82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling