+4.4%
EL vs BLDR
-49.4%
+53.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.7% |
| 7D | +0.3% | -10.3% | +10.6% | +3.7% |
| 30D | +12.3% | +19.6% | -7.3% | +5.0% |
| 3M | +28.4% | -17.0% | +45.4% | +35.3% |
| 6M | +36.7% | -16.7% | +53.5% | +42.0% |
| YTD | +8.4% | -39.4% | +47.8% | +24.3% |
| 1Y | +25.4% | -41.7% | +67.1% | +45.2% |
| All | +4.4% | -49.4% | +53.7% | +20.4% |
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