+72.6%
XYZ vs BLDR
-50.4%
+123.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.5% | +6.2% | +3.3% |
| 7D | +12.1% | -3.7% | +15.8% | +13.7% |
| 30D | +12.4% | +16.8% | -4.4% | +6.1% |
| 3M | +8.2% | -13.7% | +21.9% | +13.2% |
| 6M | +20.7% | -21.9% | +42.5% | +29.4% |
| YTD | +31.3% | -39.2% | +70.5% | +52.1% |
| 1Y | +20.5% | -42.6% | +63.2% | +42.3% |
| 3Y | +72.6% | -50.2% | +122.8% | +103.8% |
| All | +72.6% | -50.4% | +123.0% | +103.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling