+7.1%
EMB vs BLDR
+15.6%
-8.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.4% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | -0.5% | -16.2% | +15.7% | +1.2% |
| 3M | +0.3% | -14.4% | +14.7% | +1.4% |
| 6M | +1.2% | -32.8% | +34.0% | +4.6% |
| YTD | +1.5% | -39.2% | +40.6% | +5.6% |
| 1Y | +4.8% | -57.7% | +62.5% | +13.1% |
| 3Y | +30.4% | -55.3% | +85.6% | +35.9% |
| All | +7.1% | +15.6% | -8.5% | -3.4% |
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