+550.5%
EME vs BLDR
+7.7%
+542.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.2% | +0.2% |
| 7D | +0.9% | -8.1% | +9.1% | +3.1% |
| 30D | -8.4% | -21.5% | +13.1% | -2.9% |
| 3M | -3.6% | -21.0% | +17.4% | +1.2% |
| 6M | +3.6% | -37.1% | +40.6% | +14.9% |
| YTD | +22.5% | -42.7% | +65.2% | +38.3% |
| 1Y | +18.2% | -58.0% | +76.1% | +44.9% |
| 3Y | +238.4% | -57.8% | +296.2% | +292.5% |
| 5Y | +550.5% | +10.3% | +540.2% | +384.4% |
| All | +550.5% | +7.7% | +542.8% | +384.4% |
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