+657.0%
EL vs BLDR
+387.6%
+269.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.8% |
| 7D | +0.3% | -10.3% | +10.6% | +1.9% |
| 30D | +12.3% | +19.6% | -7.3% | +8.9% |
| 3M | +28.4% | -17.0% | +45.4% | +31.7% |
| 6M | +36.7% | -16.7% | +53.5% | +39.5% |
| YTD | +8.4% | -39.4% | +47.8% | +15.9% |
| 1Y | +25.4% | -41.7% | +67.1% | +34.7% |
| 3Y | +3.4% | -49.9% | +53.3% | +11.8% |
| 5Y | -64.8% | -7.6% | -57.2% | -65.7% |
| 10Y | +63.0% | +502.3% | -439.3% | +19.3% |
| All | +657.0% | +387.6% | +269.3% | +306.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling