-34.3%
EFX vs BLDR
-57.4%
+23.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.1% |
| 7D | -4.5% | -8.2% | +3.7% | -2.8% |
| 30D | -6.1% | -16.6% | +10.5% | -2.6% |
| 3M | +6.2% | -23.2% | +29.4% | +11.2% |
| 6M | -11.2% | -33.7% | +22.5% | -4.7% |
| YTD | -21.4% | -41.3% | +19.9% | -14.3% |
| 1Y | -34.3% | -58.8% | +24.5% | -27.7% |
| All | -34.3% | -57.4% | +23.1% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling