+36.2%
EMB vs BLDR
+479.0%
-442.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.3% |
| 7D | -0.9% | -3.0% | +2.1% | -0.6% |
| 30D | +0.4% | +20.1% | -19.8% | -1.6% |
| 3M | -3.1% | -17.5% | +14.4% | -1.7% |
| 6M | -2.1% | -16.1% | +14.0% | -1.2% |
| YTD | -1.1% | -41.0% | +39.9% | +2.7% |
| 1Y | -0.1% | -41.6% | +41.5% | +3.8% |
| 3Y | +29.6% | -50.8% | +80.4% | +34.1% |
| 5Y | +7.2% | -10.8% | +18.0% | +2.3% |
| All | +36.2% | +479.0% | -442.9% | +9.6% |
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