+88.6%
EMR vs BLDR
-7.0%
+95.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | 0.0% |
| 7D | -2.0% | -10.3% | +8.3% | +1.0% |
| 30D | +2.8% | +19.6% | -16.7% | -2.9% |
| 3M | +2.0% | -17.0% | +19.0% | +6.6% |
| 6M | +20.7% | -16.7% | +37.5% | +25.0% |
| YTD | +27.3% | -39.4% | +66.7% | +43.5% |
| 1Y | +31.0% | -41.7% | +72.7% | +48.9% |
| 3Y | +103.6% | -49.9% | +153.5% | +129.9% |
| 5Y | +88.6% | -7.6% | +96.2% | +60.2% |
| All | +88.6% | -7.0% | +95.5% | +60.2% |
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