+22.2%
Z vs BLDR
+360.3%
-338.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.3% | +0.2% | +5.5% |
| 7D | +10.2% | +24.4% | -14.2% | 0.0% |
| 30D | +23.7% | +24.9% | -1.3% | +12.3% |
| 3M | -6.6% | -7.8% | +1.2% | -3.4% |
| 6M | -23.0% | -5.8% | -17.2% | -22.5% |
| YTD | -50.3% | -32.5% | -17.9% | -43.5% |
| 1Y | -53.6% | -36.7% | -16.9% | -45.8% |
| 3Y | -10.1% | -45.2% | +35.1% | +7.2% |
| 5Y | -49.8% | +6.3% | -56.0% | -56.2% |
| 10Y | -1.6% | +660.4% | -662.0% | -60.1% |
| All | +22.2% | +360.3% | -338.1% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling