+642.0%
ELV vs BLDR
+389.5%
+252.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.5% | -0.8% |
| 7D | -0.3% | -0.3% | +0.1% | -0.2% |
| 30D | +2.0% | -16.2% | +18.2% | +3.9% |
| 3M | -3.5% | -14.4% | +10.9% | -2.4% |
| 6M | +40.2% | -32.8% | +73.0% | +45.2% |
| YTD | +15.8% | -39.2% | +55.0% | +21.1% |
| 1Y | +33.2% | -57.7% | +90.9% | +45.0% |
| 3Y | -6.2% | -55.3% | +49.0% | -0.9% |
| 5Y | +16.4% | +15.6% | +0.8% | +7.3% |
| 10Y | +259.8% | +359.8% | -100.1% | +169.5% |
| All | +642.0% | +389.5% | +252.5% | +291.1% |
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 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