+280.6%
EFA vs BLDR
+389.5%
-108.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.3% | +0.2% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | -0.7% | -16.2% | +15.5% | +1.8% |
| 3M | +6.4% | -14.4% | +20.8% | +8.2% |
| 6M | +11.4% | -32.8% | +44.2% | +17.2% |
| YTD | +14.0% | -39.2% | +53.2% | +21.3% |
| 1Y | +20.2% | -57.7% | +77.9% | +34.7% |
| 3Y | +68.2% | -55.3% | +123.5% | +82.0% |
| 5Y | +54.8% | +15.6% | +39.2% | +41.9% |
| 10Y | +142.4% | +359.8% | -217.4% | +69.7% |
| All | +280.6% | +389.5% | -108.9% | +83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling