+146.4%
ED vs BLDR
+479.0%
-332.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | +2.1% | -3.0% | +5.0% | +2.2% |
| 30D | +10.4% | +20.1% | -9.7% | +9.3% |
| 3M | +12.5% | -17.5% | +30.1% | +13.4% |
| 6M | +14.9% | -16.1% | +31.0% | +15.5% |
| YTD | +24.8% | -41.0% | +65.9% | +27.3% |
| 1Y | +23.8% | -41.6% | +65.4% | +26.2% |
| 3Y | +51.6% | -50.8% | +102.5% | +53.9% |
| 5Y | +86.4% | -10.8% | +97.2% | +78.8% |
| All | +146.4% | +479.0% | -332.6% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling