-13.0%
EFX vs BLDR
-56.4%
+43.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.5% |
| 7D | -9.4% | -2.7% | -6.7% | -8.7% |
| 30D | -6.9% | -14.7% | +7.8% | -2.8% |
| 3M | +0.1% | -20.8% | +21.0% | +5.7% |
| 6M | -17.3% | -35.3% | +18.0% | -8.0% |
| YTD | -21.8% | -40.3% | +18.5% | -11.8% |
| 1Y | -32.5% | -56.3% | +23.8% | -16.6% |
| All | -13.0% | -56.4% | +43.4% | -1.0% |
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