-59.8%
BLDR vs EFV
+26.3%
-86.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.5% |
| 7D | -8.1% | -2.0% | -6.1% | -5.3% |
| 30D | -21.5% | -0.2% | -21.3% | -21.1% |
| 3M | -21.0% | +9.1% | -30.1% | -30.2% |
| 6M | -37.1% | +11.7% | -48.8% | -46.2% |
| YTD | -42.7% | +17.0% | -59.7% | -56.4% |
| All | -59.8% | +26.3% | -86.0% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling