+280.4%
EMR vs BLDR
+479.0%
-198.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.8% | -3.0% | +5.8% | +3.8% |
| 30D | +3.7% | +20.1% | -16.5% | -2.9% |
| 3M | +2.0% | -17.5% | +19.5% | +7.2% |
| 6M | +22.1% | -16.1% | +38.2% | +26.3% |
| YTD | +27.2% | -41.0% | +68.3% | +46.1% |
| 1Y | +32.0% | -41.6% | +73.6% | +51.6% |
| 3Y | +103.3% | -50.8% | +154.1% | +133.7% |
| 5Y | +88.2% | -10.8% | +99.0% | +67.6% |
| All | +280.4% | +479.0% | -198.6% | +73.1% |
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