+22.2%
ELV vs BLDR
+10.9%
+11.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.3% |
| 7D | +3.2% | -8.2% | +11.4% | +3.9% |
| 30D | +5.4% | -16.6% | +22.0% | +6.8% |
| 3M | +5.4% | -23.2% | +28.5% | +7.1% |
| 6M | +45.7% | -33.7% | +79.4% | +49.9% |
| YTD | +21.2% | -41.3% | +62.5% | +26.0% |
| 1Y | +35.6% | -58.8% | +94.4% | +45.7% |
| 3Y | -2.0% | -57.5% | +55.4% | +2.9% |
| All | +22.2% | +10.9% | +11.3% | -0.1% |
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