+46.9%
ED vs BLDR
-47.3%
+94.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -0.2% |
| 7D | -0.1% | -2.7% | +2.7% | -0.1% |
| 30D | +11.6% | +24.8% | -13.2% | +11.3% |
| 3M | +10.5% | -11.7% | +22.2% | +10.3% |
| 6M | +13.2% | -14.8% | +28.0% | +13.0% |
| YTD | +22.1% | -35.9% | +58.0% | +21.8% |
| 1Y | +24.2% | -39.7% | +63.9% | +23.9% |
| 3Y | +46.9% | -45.6% | +92.5% | +37.7% |
| All | +46.9% | -47.3% | +94.2% | +37.7% |
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