-0.9%
Z vs BLDR
+382.3%
-383.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -3.3% |
| 7D | -3.0% | -2.8% | -0.2% | -1.7% |
| 30D | -4.2% | -13.3% | +9.1% | +2.1% |
| 3M | -3.7% | -12.3% | +8.6% | +0.5% |
| 6M | -24.5% | -31.5% | +7.0% | -12.6% |
| YTD | -49.3% | -36.1% | -13.2% | -40.4% |
| 1Y | -58.7% | -54.1% | -4.6% | -43.7% |
| 3Y | -34.1% | -55.8% | +21.6% | -13.4% |
| 5Y | -64.5% | +20.7% | -85.3% | -71.8% |
| All | -0.9% | +382.3% | -383.2% | -59.5% |
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