+707.7%
BE vs BLDR
+245.7%
+462.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -1.7% |
| 7D | +20.5% | -8.2% | +28.8% | +26.2% |
| 30D | -23.4% | +16.3% | -39.6% | -31.4% |
| 3M | -14.9% | -17.0% | +2.1% | -8.9% |
| 6M | -28.1% | -17.4% | -10.7% | -24.8% |
| YTD | +132.4% | -41.6% | +174.0% | +189.1% |
| 1Y | +59.4% | -43.5% | +102.9% | +100.2% |
| 3Y | +1,815.8% | -51.6% | +1,867.5% | +2,257.4% |
| 5Y | +491.3% | -11.6% | +502.9% | +359.2% |
| All | +707.7% | +245.7% | +462.0% | +102.0% |
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 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