+20.0%
YUM vs BLDR
+10.9%
+9.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -2.4% |
| 7D | -6.1% | -8.2% | +2.2% | -5.0% |
| 30D | -5.8% | -16.6% | +10.8% | -3.7% |
| 3M | -7.6% | -23.2% | +15.5% | -4.9% |
| 6M | -9.1% | -33.7% | +24.6% | -4.9% |
| YTD | -5.5% | -41.3% | +35.8% | +0.2% |
| 1Y | -3.7% | -58.8% | +55.1% | +7.0% |
| 3Y | +17.8% | -57.5% | +75.3% | +25.3% |
| All | +20.0% | +10.9% | +9.1% | -1.0% |
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