+15.6%
BLDR vs EXR
-10.8%
+26.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | -0.3% | -0.7% | +0.4% | +0.1% |
| 30D | -16.2% | -6.9% | -9.3% | -12.2% |
| 3M | -14.4% | -3.0% | -11.4% | -12.7% |
| 6M | -32.8% | -2.9% | -29.9% | -31.4% |
| YTD | -39.2% | +9.3% | -48.5% | -42.2% |
| 1Y | -57.7% | -0.9% | -56.7% | -57.3% |
| 3Y | -55.3% | +24.7% | -80.0% | -60.2% |
| 5Y | +15.6% | -11.7% | +27.3% | +22.3% |
| All | +15.6% | -10.8% | +26.4% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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