+37.6%
EMB vs BLDR
+494.8%
-457.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -0.4% | -10.3% | +9.9% | +0.6% |
| 30D | +1.5% | +19.6% | -18.0% | -0.4% |
| 3M | -1.6% | -17.0% | +15.4% | -0.2% |
| 6M | -1.5% | -16.7% | +15.3% | -0.5% |
| YTD | -0.1% | -39.4% | +39.3% | +3.5% |
| 1Y | +0.5% | -41.7% | +42.2% | +4.4% |
| 3Y | +30.2% | -49.9% | +80.1% | +34.5% |
| 5Y | +8.6% | -7.6% | +16.2% | +3.3% |
| All | +37.6% | +494.8% | -457.3% | +10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling