+12.9%
BLDR vs AEIS
+238.7%
-225.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -2.7% | +6.5% | -9.2% | -5.2% |
| 30D | -14.7% | -9.2% | -5.5% | -12.2% |
| 3M | -20.8% | -8.3% | -12.5% | -21.3% |
| 6M | -35.3% | -6.3% | -29.0% | -37.7% |
| YTD | -40.3% | +36.5% | -76.8% | -53.0% |
| 1Y | -56.3% | +84.8% | -141.1% | -71.2% |
| 3Y | -56.1% | +176.6% | -232.7% | -78.3% |
| 5Y | +12.9% | +237.1% | -224.2% | -53.4% |
| All | +12.9% | +238.7% | -225.8% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling