-30.2%
EL vs BLDR
-54.9%
+24.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -0.6% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | +15.5% | -16.2% | +31.7% | +21.7% |
| 3M | +20.6% | -14.4% | +35.0% | +24.9% |
| 6M | +10.5% | -32.8% | +43.3% | +22.4% |
| YTD | -1.9% | -39.2% | +37.3% | +11.8% |
| 1Y | +16.1% | -57.7% | +73.8% | +44.7% |
| 3Y | -30.2% | -55.3% | +25.0% | -7.4% |
| All | -30.2% | -54.9% | +24.6% | -7.4% |
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