+977.1%
BE vs BLDR
+253.0%
+724.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -1.8% |
| 7D | +23.9% | -2.7% | +26.6% | +25.6% |
| 30D | +27.8% | -14.7% | +42.6% | +38.3% |
| 3M | +3.7% | -20.8% | +24.6% | +14.2% |
| 6M | +78.0% | -35.3% | +113.3% | +117.3% |
| YTD | +209.9% | -40.3% | +250.2% | +292.1% |
| 1Y | +389.6% | -56.3% | +445.9% | +630.3% |
| 3Y | +1,730.6% | -56.1% | +1,786.7% | +2,353.4% |
| 5Y | +1,227.8% | +12.9% | +1,214.9% | +805.0% |
| All | +977.1% | +253.0% | +724.1% | +174.0% |
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