+273.0%
EMR vs BLDR
+383.3%
-110.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.4% | +0.2% | +1.8% |
| 7D | -0.4% | -8.2% | +7.8% | +2.3% |
| 30D | -6.8% | -16.6% | +9.9% | -1.5% |
| 3M | +7.5% | -23.2% | +30.6% | +15.6% |
| 6M | +9.9% | -33.7% | +43.6% | +23.3% |
| YTD | +16.0% | -41.3% | +57.3% | +34.6% |
| 1Y | +12.4% | -58.8% | +71.3% | +44.8% |
| 3Y | +60.2% | -57.5% | +117.7% | +93.8% |
| 5Y | +67.9% | +12.9% | +55.0% | +39.1% |
| All | +273.0% | +383.3% | -110.3% | +71.7% |
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