+367.9%
BLDR vs EXPD
+874.6%
-506.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.4% |
| 7D | -1.1% | -7.4% | +6.3% | +5.2% |
| 30D | +19.1% | -2.1% | +21.2% | +20.9% |
| 3M | -12.6% | +5.7% | -18.3% | -17.1% |
| 6M | -18.7% | +21.4% | -40.1% | -31.5% |
| YTD | -38.8% | +27.6% | -66.5% | -52.3% |
| 1Y | -41.2% | +36.1% | -77.3% | -56.5% |
| 3Y | -49.4% | +69.9% | -119.3% | -69.8% |
| 5Y | -6.0% | +59.7% | -65.6% | -41.7% |
| 10Y | +523.1% | +323.0% | +200.0% | +66.6% |
| All | +367.9% | +874.6% | -506.6% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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