-16.9%
Z vs BLDR
+518.5%
-535.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | -13.1% | -10.3% | -2.8% | -8.4% |
| 30D | +5.9% | +19.6% | -13.7% | -2.4% |
| 3M | -13.7% | -17.0% | +3.3% | -5.9% |
| 6M | -27.1% | -16.7% | -10.4% | -22.2% |
| YTD | -56.8% | -39.4% | -17.4% | -47.8% |
| 1Y | -60.2% | -41.7% | -18.5% | -51.1% |
| 3Y | -19.7% | -49.9% | +30.2% | +0.6% |
| 5Y | -53.7% | -7.6% | -46.1% | -58.4% |
| 10Y | -16.9% | +502.3% | -519.2% | -70.6% |
| All | -16.9% | +518.5% | -535.3% | -70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling