-2.1%
ELV vs BLDR
-50.7%
+48.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.1% |
| 7D | +1.0% | -3.0% | +3.9% | +1.1% |
| 30D | +0.4% | +20.1% | -19.7% | -0.6% |
| 3M | +8.4% | -17.5% | +25.9% | +9.2% |
| 6M | +8.4% | -16.1% | +24.5% | +8.5% |
| YTD | +24.4% | -41.0% | +65.4% | +27.8% |
| 1Y | +33.5% | -41.6% | +75.1% | +37.1% |
| 3Y | -2.1% | -50.8% | +48.7% | +4.7% |
| All | -2.1% | -50.7% | +48.6% | +4.7% |
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 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