+52.4%
EFA vs BLDR
+7.7%
+44.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -0.1% |
| 7D | -2.4% | -8.1% | +5.8% | -0.9% |
| 30D | -2.2% | -21.5% | +19.2% | +1.9% |
| 3M | +5.7% | -21.0% | +26.6% | +9.4% |
| 6M | +8.2% | -37.1% | +45.2% | +16.2% |
| YTD | +11.8% | -42.7% | +54.5% | +21.5% |
| 1Y | +18.3% | -58.0% | +76.2% | +35.7% |
| 3Y | +64.9% | -57.8% | +122.8% | +80.9% |
| 5Y | +52.4% | +10.3% | +42.1% | +27.1% |
| All | +52.4% | +7.7% | +44.7% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling