-30.7%
EFX vs BLDR
-11.9%
-18.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -0.8% | -3.0% | +2.2% | +0.1% |
| 30D | +25.1% | +20.1% | +5.0% | +16.8% |
| 3M | +1.7% | -17.5% | +19.2% | +7.6% |
| 6M | +18.4% | -16.1% | +34.5% | +22.6% |
| YTD | -12.5% | -41.0% | +28.5% | +1.0% |
| 1Y | -8.1% | -41.6% | +33.5% | +6.2% |
| 3Y | +4.8% | -50.8% | +55.6% | +18.6% |
| All | -30.7% | -11.9% | -18.8% | -46.1% |
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