+298.7%
BLDR vs EFV
+258.8%
+39.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.7% |
| 7D | -2.8% | +1.5% | -4.3% | -4.9% |
| 30D | -13.3% | +1.7% | -15.0% | -15.3% |
| 3M | -12.3% | +8.6% | -20.9% | -22.2% |
| 6M | -31.5% | +11.7% | -43.1% | -41.5% |
| YTD | -36.1% | +19.3% | -55.3% | -50.4% |
| 1Y | -54.1% | +30.2% | -84.3% | -68.5% |
| 3Y | -55.8% | +91.6% | -147.3% | -82.5% |
| 5Y | +20.7% | +96.4% | -75.7% | -53.8% |
| 10Y | +390.2% | +166.5% | +223.8% | +28.8% |
| All | +298.7% | +258.8% | +39.9% | -26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling