+389.2%
BLDR vs AEIS
+3,552.0%
-3,162.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +1.3% |
| 7D | -2.8% | +3.0% | -5.8% | -4.2% |
| 30D | -13.3% | -14.6% | +1.4% | -7.1% |
| 3M | -12.3% | -12.4% | +0.2% | -10.9% |
| 6M | -31.5% | -15.0% | -16.5% | -31.0% |
| YTD | -36.1% | +34.3% | -70.4% | -50.0% |
| 1Y | -54.1% | +87.4% | -141.4% | -70.5% |
| 3Y | -55.8% | +139.8% | -195.5% | -76.5% |
| 5Y | +20.7% | +220.7% | -200.0% | -46.3% |
| 10Y | +390.2% | +531.6% | -141.4% | +26.4% |
| All | +389.2% | +3,552.0% | -3,162.8% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling