+34.3%
ED vs BLDR
-53.1%
+87.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -1.4% |
| 7D | -0.2% | -2.8% | +2.7% | -0.2% |
| 30D | -0.1% | -13.3% | +13.1% | -0.1% |
| 3M | +3.9% | -12.3% | +16.2% | +4.0% |
| 6M | -3.0% | -31.5% | +28.4% | -2.8% |
| YTD | +10.7% | -36.1% | +46.7% | +10.8% |
| 1Y | +13.3% | -54.1% | +67.4% | +14.2% |
| All | +34.3% | -53.1% | +87.3% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling